Institute for Wealth Management, LLC. - WISDOMTREE TR ownership

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
Institute for Wealth Management, LLC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$530,563
-2.1%
11,5970.0%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%
11,9620.0%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%
9,9450.0%0.08%
-1.2%
Q1 2021$431,000
+8.0%
9,9450.0%0.08%
+3.8%
Q4 2020$399,000
+13.4%
9,9450.0%0.08%
-1.2%
Q3 2020$352,000
+6.7%
9,9450.0%0.08%
-1.2%
Q2 2020$330,000
+17.9%
9,9450.0%0.08%
-5.8%
Q1 2020$280,000
-33.2%
9,945
-12.9%
0.09%
-9.5%
Q4 2019$419,000
+9.4%
11,4150.0%0.10%
-2.1%
Q3 2019$383,000
+2.1%
11,4150.0%0.10%
+16.9%
Q2 2019$375,000
+3.3%
11,4150.0%0.08%
+5.1%
Q1 2019$363,000
+12.7%
11,4150.0%0.08%
-40.2%
Q4 2018$322,000
-13.4%
11,4150.0%0.13%
+4.8%
Q3 2018$372,000
+6.0%
11,4150.0%0.13%
+12.5%
Q2 2018$351,000
+2.0%
11,4150.0%0.11%
+10.9%
Q1 2018$344,000
-3.1%
11,4150.0%0.10%
+23.2%
Q4 2017$355,000
+12.3%
11,415
+200.0%
0.08%
-5.7%
Q2 2017$316,0003,8050.09%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,500,452$68,645,66217.13%
Team Financial Group, LLC 396,637$18,146,16314.99%
Garrett Wealth Advisory Group, LLC 584,405$26,736,64212.17%
KLR INVESTMENT ADVISORS, LLC 55,675$2,434,1092.21%
VISTA INVESTMENT MANAGEMENT 77,133$3,528,8351.85%
Financial Gravity Asset Management, Inc. 3,042,548$124,217,5731.37%
Insight Advisors, LLC/ PA 80,284$3,672,9930.84%
Marietta Wealth Management, LLC 85,346$3,904,5660.78%
Redwood Financial Network Corp 12,396$567,1200.60%
Relative Value Partners Group, LLC 165,828$7,586,6500.51%
View complete list of WISDOMTREE TR shareholders