NewSquare Capital LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 2 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
NewSquare Capital LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$3,619,740
-1.7%
79,120
+0.4%
0.38%0.0%
Q2 2023$3,682,616
+7.3%
78,840
+0.4%
0.38%
-5.7%
Q1 2023$3,432,020
+10.1%
78,500
+4.7%
0.41%
+4.4%
Q4 2022$3,116,213
+12.3%
74,945
+3.7%
0.39%
+12.1%
Q3 2022$2,776,000
-3.7%
72,305
+2.3%
0.35%
-6.0%
Q2 2022$2,884,000
-13.2%
70,685
+2.9%
0.37%
+4.8%
Q1 2022$3,323,000
+38.3%
68,715
+44.0%
0.35%
+38.6%
Q4 2021$2,402,000
+57.8%
47,705
+44.2%
0.25%
+42.7%
Q3 2021$1,522,000
+8.1%
33,085
+8.6%
0.18%
+6.6%
Q2 2021$1,408,000
+18.3%
30,470
+11.0%
0.17%
+7.1%
Q1 2021$1,190,000
+27.1%
27,445
+17.8%
0.16%
+19.1%
Q4 2020$936,000
+172.9%
23,305
+140.8%
0.13%
+138.2%
Q3 2020$343,000
+73.2%
9,680
+62.4%
0.06%
+61.8%
Q2 2020$198,0005,9600.03%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,367,861$54,933,00016.63%
BEACON FINANCIAL GROUP 878,074$36,063,0005.65%
Financial Gravity Asset Management, Inc. 64,598$2,586,0002.37%
DAIDO LIFE INSURANCE CO 446,973$17,950,0001.28%
CGN Advisors LLC 70,936$2,849,0001.14%
20/20 Capital Management, Inc. 87,192$3,559,0001.04%
Marietta Wealth Management, LLC 86,635$3,479,0000.96%
Truadvice, LLC 64,687$2,608,0000.80%
Relative Value Partners Group, LLC 207,410$8,330,0000.79%
Patriot Financial Group Insurance Agency, LLC 48,943$1,966,0000.49%
View complete list of WISDOMTREE TR shareholders