WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 103 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,614,701 | -7.1% | 35,294 | -5.1% | 0.03% | -6.2% |
| Q2 2023 | $1,737,846 | +26.2% | 37,205 | +18.1% | 0.03% | -39.6% |
| Q1 2023 | $1,376,787 | +5.1% | 31,491 | 0.0% | 0.05% | 0.0% |
| Q4 2022 | $1,309,396 | +8.3% | 31,491 | 0.0% | 0.05% | -13.1% |
| Q3 2022 | $1,209,000 | -8.8% | 31,491 | -3.1% | 0.06% | -3.2% |
| Q2 2022 | $1,326,000 | -16.0% | 32,491 | -0.5% | 0.06% | -10.0% |
| Q1 2022 | $1,579,000 | -4.0% | 32,641 | 0.0% | 0.07% | +11.1% |
| Q4 2021 | $1,644,000 | +8.1% | 32,641 | -1.3% | 0.06% | -19.2% |
| Q3 2021 | $1,521,000 | +1.3% | 33,082 | +1.8% | 0.08% | -3.7% |
| Q2 2021 | $1,502,000 | +6.6% | 32,510 | 0.0% | 0.08% | -12.0% |
| Q1 2021 | $1,409,000 | +26.7% | 32,510 | +17.4% | 0.09% | +4.5% |
| Q4 2020 | $1,112,000 | – | 27,680 | – | 0.09% | – |
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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% |