Modera Wealth Management, LLC - WISDOMTREE TR ownership

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
Modera Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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%
31,4910.0%0.05%0.0%
Q4 2022$1,309,396
+8.3%
31,4910.0%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%
32,6410.0%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%
32,5100.0%0.08%
-12.0%
Q1 2021$1,409,000
+26.7%
32,510
+17.4%
0.09%
+4.5%
Q4 2020$1,112,00027,6800.09%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
IFS Advisors, LLC 5,063$253,7320.30%
CGN Advisors LLC 4,577$229,3760.03%
View complete list of WISDOMTREE TR shareholders