WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 71 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $834,985 | +17.0% | 18,568 | +24.7% | 0.04% | +21.6% |
| Q2 2023 | $713,715 | +8.6% | 14,894 | +0.0% | 0.04% | -2.6% |
| Q1 2023 | $657,362 | -1.9% | 14,887 | +0.2% | 0.04% | -7.3% |
| Q4 2022 | $670,007 | +9.7% | 14,856 | +0.2% | 0.04% | -6.8% |
| Q3 2022 | $611,000 | -6.1% | 14,827 | +0.3% | 0.04% | -6.4% |
| Q2 2022 | $651,000 | +3.7% | 14,789 | +0.2% | 0.05% | -2.1% |
| Q1 2022 | $628,000 | +10.2% | 14,754 | +22.6% | 0.05% | +20.0% |
| Q4 2021 | $570,000 | -3.6% | 12,034 | +0.2% | 0.04% | -2.4% |
| Q3 2021 | $591,000 | -49.3% | 12,015 | -51.2% | 0.04% | -4.7% |
| Q2 2021 | $1,166,000 | +107.1% | 24,612 | +97.5% | 0.04% | -6.5% |
| Q1 2021 | $563,000 | +9.7% | 12,463 | 0.0% | 0.05% | -6.1% |
| Q4 2020 | $513,000 | -25.1% | 12,463 | -34.9% | 0.05% | -39.5% |
| Q3 2020 | $685,000 | -6.8% | 19,151 | -10.2% | 0.08% | -12.0% |
| Q2 2020 | $735,000 | +21.1% | 21,337 | +9.1% | 0.09% | -2.1% |
| Q1 2020 | $607,000 | -15.9% | 19,561 | +1.6% | 0.09% | +5.6% |
| Q4 2019 | $722,000 | +7.4% | 19,260 | -2.2% | 0.09% | -6.3% |
| Q3 2019 | $672,000 | +1.7% | 19,699 | 0.0% | 0.10% | 0.0% |
| Q2 2019 | $661,000 | +2.0% | 19,699 | 0.0% | 0.10% | -1.0% |
| Q1 2019 | $648,000 | +12.5% | 19,699 | 0.0% | 0.10% | +12.9% |
| Q4 2018 | $576,000 | +4.3% | 19,699 | +7.4% | 0.08% | +3.7% |
| Q3 2018 | $552,000 | +2.0% | 18,342 | +4.0% | 0.08% | -2.4% |
| Q2 2018 | $541,000 | +3.8% | 17,640 | +2.8% | 0.08% | -5.6% |
| Q1 2018 | $521,000 | -2.3% | 17,166 | 0.0% | 0.09% | +2.3% |
| Q4 2017 | $533,000 | +8.6% | 17,166 | +204.1% | 0.09% | +3.6% |
| Q3 2017 | $491,000 | +13.9% | 5,644 | +5.5% | 0.08% | -25.0% |
| Q2 2017 | $431,000 | +80.3% | 5,350 | +82.4% | 0.11% | +64.7% |
| Q1 2017 | $239,000 | +223.0% | 2,933 | +205.5% | 0.07% | +151.9% |
| Q4 2016 | $74,000 | +5.7% | 960 | 0.0% | 0.03% | -3.6% |
| Q3 2016 | $70,000 | +4.5% | 960 | 0.0% | 0.03% | -12.5% |
| Q2 2016 | $67,000 | 0.0% | 960 | 0.0% | 0.03% | -8.6% |
| Q1 2016 | $67,000 | 0.0% | 960 | 0.0% | 0.04% | +9.4% |
| Q4 2015 | $67,000 | -58.4% | 960 | -61.0% | 0.03% | -64.4% |
| Q3 2015 | $161,000 | -54.1% | 2,459 | -49.9% | 0.09% | -43.8% |
| Q2 2015 | $351,000 | +99.4% | 4,904 | +100.6% | 0.16% | +105.1% |
| Q1 2015 | $176,000 | +12.1% | 2,445 | +11.8% | 0.08% | +18.2% |
| Q4 2014 | $157,000 | – | 2,187 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,365,495 | $66,041,000 | 16.29% |
| BEACON FINANCIAL GROUP | 414,281 | $20,275,000 | 2.70% |
| VISTA INVESTMENT MANAGEMENT | 62,156 | $3,006,000 | 1.65% |
| DAIDO LIFE INSURANCE CO | 549,372 | $26,568,000 | 1.59% |
| CGN Advisors LLC | 100,568 | $4,863,000 | 1.21% |
| Insight Advisors, LLC/ PA | 81,847 | $3,958,000 | 1.19% |
| Marietta Wealth Management, LLC | 88,692 | $4,289,000 | 0.90% |
| Relative Value Partners Group, LLC | 240,392 | $11,625,000 | 0.81% |
| Redwood Financial Network Corp | 13,116 | $634,000 | 0.59% |
| Truadvice, LLC | 22,159 | $989,000 | 0.55% |