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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $198,000 | – | 5,960 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,494,724 | $69,818,546 | 16.78% |
| Garrett Wealth Advisory Group, LLC | 575,161 | $26,865,792 | 11.92% |
| DAIDO LIFE INSURANCE CO | 549,372 | $25,661 | 2.84% |
| KLR INVESTMENT ADVISORS, LLC | 57,013 | $2,663,056 | 2.19% |
| VISTA INVESTMENT MANAGEMENT | 77,085 | $3,600,640 | 1.82% |
| Insight Advisors, LLC/ PA | 80,392 | $3,755,110 | 0.84% |
| Marietta Wealth Management, LLC | 85,432 | $3,990,521 | 0.75% |
| IFS Advisors, LLC | 5,063 | $236,492 | 0.58% |
| Redwood Financial Network Corp | 12,912 | $603,138 | 0.57% |
| Relative Value Partners Group, LLC | 179,197 | $8,370,294 | 0.54% |