WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 2 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $43,554 | -78.7% | 952 | -78.2% | 0.00% | -85.7% |
Q2 2023 | $204,076 | +86740.9% | 4,369 | -18.6% | 0.01% | 0.0% |
Q1 2023 | $235 | -99.9% | 5,366 | -55.7% | 0.01% | -12.5% |
Q3 2022 | $465,000 | +205.9% | 12,110 | +223.5% | 0.01% | +166.7% |
Q2 2022 | $152,000 | -61.2% | 3,744 | -56.0% | 0.00% | -70.0% |
Q3 2021 | $392,000 | -3.2% | 8,514 | -2.9% | 0.01% | -9.1% |
Q2 2021 | $405,000 | +1091.2% | 8,771 | +1008.8% | 0.01% | +1000.0% |
Q1 2021 | $34,000 | 0.0% | 791 | -6.6% | 0.00% | 0.0% |
Q4 2020 | $34,000 | -77.6% | 847 | -81.5% | 0.00% | -83.3% |
Q2 2020 | $152,000 | -80.5% | 4,581 | -83.4% | 0.01% | -87.2% |
Q1 2020 | $778,000 | +5457.1% | 27,662 | +15182.9% | 0.05% | +2250.0% |
Q4 2016 | $14,000 | +100.0% | 181 | +81.0% | 0.00% | +100.0% |
Q4 2015 | $7,000 | -41.7% | 100 | -45.1% | 0.00% | -50.0% |
Q1 2014 | $12,000 | – | 182 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Private Wealth Strategies, L.L.C. | 1,500,452 | $68,645,662 | 17.13% |
Team Financial Group, LLC | 396,637 | $18,146,163 | 14.99% |
Garrett Wealth Advisory Group, LLC | 584,405 | $26,736,642 | 12.17% |
KLR INVESTMENT ADVISORS, LLC | 55,675 | $2,434,109 | 2.21% |
VISTA INVESTMENT MANAGEMENT | 77,133 | $3,528,835 | 1.85% |
Financial Gravity Asset Management, Inc. | 3,042,548 | $124,217,573 | 1.37% |
Insight Advisors, LLC/ PA | 80,284 | $3,672,993 | 0.84% |
Marietta Wealth Management, LLC | 85,346 | $3,904,566 | 0.78% |
Redwood Financial Network Corp | 12,396 | $567,120 | 0.60% |
Relative Value Partners Group, LLC | 165,828 | $7,586,650 | 0.51% |