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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,494,724 | $69,818,546 | 16.78% |
| Garrett Wealth Advisory Group, LLC | 575,161 | $26,865,792 | 11.92% |
| DAIDO LIFE INSURANCE CO | 549,372 | $25,661 | 2.84% |
| KLR INVESTMENT ADVISORS, LLC | 57,013 | $2,663,056 | 2.19% |
| VISTA INVESTMENT MANAGEMENT | 77,085 | $3,600,640 | 1.82% |
| Insight Advisors, LLC/ PA | 80,392 | $3,755,110 | 0.84% |
| Marietta Wealth Management, LLC | 85,432 | $3,990,521 | 0.75% |
| IFS Advisors, LLC | 5,063 | $236,492 | 0.58% |
| Redwood Financial Network Corp | 12,912 | $603,138 | 0.57% |
| Relative Value Partners Group, LLC | 179,197 | $8,370,294 | 0.54% |