WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 96 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $530,563 | -2.1% | 11,597 | 0.0% | 0.10% | +5.5% |
Q2 2023 | $541,696 | +3.3% | 11,597 | -3.3% | 0.09% | -9.0% |
Q1 2023 | $524,509 | +5.5% | 11,997 | +0.3% | 0.10% | -4.8% |
Q4 2022 | $497,380 | +8.4% | 11,962 | 0.0% | 0.10% | +1.9% |
Q3 2022 | $459,000 | -5.2% | 11,962 | +0.9% | 0.10% | +8.4% |
Q2 2022 | $484,000 | -15.2% | 11,858 | +0.4% | 0.10% | +3.3% |
Q1 2022 | $571,000 | +0.5% | 11,808 | +4.7% | 0.09% | -1.1% |
Q4 2021 | $568,000 | +9.2% | 11,275 | -0.4% | 0.09% | +2.2% |
Q3 2021 | $520,000 | +13.0% | 11,315 | +13.8% | 0.09% | +12.3% |
Q2 2021 | $460,000 | +6.7% | 9,945 | 0.0% | 0.08% | -1.2% |
Q1 2021 | $431,000 | +8.0% | 9,945 | 0.0% | 0.08% | +3.8% |
Q4 2020 | $399,000 | +13.4% | 9,945 | 0.0% | 0.08% | -1.2% |
Q3 2020 | $352,000 | +6.7% | 9,945 | 0.0% | 0.08% | -1.2% |
Q2 2020 | $330,000 | +17.9% | 9,945 | 0.0% | 0.08% | -5.8% |
Q1 2020 | $280,000 | -33.2% | 9,945 | -12.9% | 0.09% | -9.5% |
Q4 2019 | $419,000 | +9.4% | 11,415 | 0.0% | 0.10% | -2.1% |
Q3 2019 | $383,000 | +2.1% | 11,415 | 0.0% | 0.10% | +16.9% |
Q2 2019 | $375,000 | +3.3% | 11,415 | 0.0% | 0.08% | +5.1% |
Q1 2019 | $363,000 | +12.7% | 11,415 | 0.0% | 0.08% | -40.2% |
Q4 2018 | $322,000 | -13.4% | 11,415 | 0.0% | 0.13% | +4.8% |
Q3 2018 | $372,000 | +6.0% | 11,415 | 0.0% | 0.13% | +12.5% |
Q2 2018 | $351,000 | +2.0% | 11,415 | 0.0% | 0.11% | +10.9% |
Q1 2018 | $344,000 | -3.1% | 11,415 | 0.0% | 0.10% | +23.2% |
Q4 2017 | $355,000 | +12.3% | 11,415 | +200.0% | 0.08% | -5.7% |
Q2 2017 | $316,000 | – | 3,805 | – | 0.09% | – |
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% |