WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 108 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,448,974 | -4.7% | 119,103 | -2.8% | 0.01% | -12.5% |
| Q2 2023 | $5,720,622 | +2.4% | 122,471 | -4.1% | 0.01% | 0.0% |
| Q1 2023 | $5,584,565 | +3.9% | 127,735 | -1.2% | 0.01% | 0.0% |
| Q4 2022 | $5,373,781 | -0.7% | 129,240 | -8.3% | 0.01% | -11.1% |
| Q3 2022 | $5,410,000 | -17.0% | 140,917 | -11.8% | 0.01% | -18.2% |
| Q2 2022 | $6,515,000 | -19.1% | 159,685 | -4.1% | 0.01% | -8.3% |
| Q1 2022 | $8,054,000 | -4.9% | 166,552 | -0.9% | 0.01% | -14.3% |
| Q4 2021 | $8,468,000 | +17.0% | 168,140 | +6.8% | 0.01% | +7.7% |
| Q3 2021 | $7,238,000 | -4.2% | 157,382 | -3.8% | 0.01% | 0.0% |
| Q2 2021 | $7,556,000 | +1.8% | 163,522 | -4.5% | 0.01% | -13.3% |
| Q1 2021 | $7,425,000 | +4.6% | 171,283 | -3.1% | 0.02% | -6.2% |
| Q4 2020 | $7,098,000 | -3.8% | 176,734 | -15.2% | 0.02% | -15.8% |
| Q3 2020 | $7,381,000 | +1678.6% | 208,395 | +1565.0% | 0.02% | +1800.0% |
| Q2 2020 | $415,000 | +7.5% | 12,516 | -8.8% | 0.00% | 0.0% |
| Q1 2020 | $386,000 | -25.3% | 13,727 | -2.7% | 0.00% | -50.0% |
| Q4 2019 | $517,000 | +7.0% | 14,102 | -2.2% | 0.00% | 0.0% |
| Q3 2019 | $483,000 | +4.1% | 14,412 | +2.2% | 0.00% | 0.0% |
| Q2 2019 | $464,000 | +3.6% | 14,102 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $448,000 | +26.9% | 14,102 | +12.7% | 0.00% | +100.0% |
| Q4 2018 | $353,000 | -15.8% | 12,516 | -2.5% | 0.00% | -50.0% |
| Q3 2018 | $419,000 | +9.1% | 12,838 | +2.6% | 0.00% | 0.0% |
| Q2 2018 | $384,000 | +1.1% | 12,516 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $380,000 | -2.3% | 12,516 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $389,000 | +7.2% | 12,516 | +200.0% | 0.00% | 0.0% |
| Q3 2017 | $363,000 | +4.3% | 4,172 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $348,000 | +2.4% | 4,172 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $340,000 | +29.3% | 4,172 | +22.6% | 0.00% | 0.0% |
| Q4 2016 | $263,000 | +630.6% | 3,402 | +580.4% | 0.00% | – |
| Q3 2016 | $36,000 | -53.8% | 500 | -57.8% | 0.00% | -100.0% |
| Q1 2014 | $78,000 | – | 1,184 | – | 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% |