WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 84 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $43,266,508 | -0.4% | 945,714 | +2.3% | 0.39% | +2.4% |
Q2 2023 | $43,438,556 | +8.6% | 924,272 | +1.1% | 0.38% | -1.0% |
Q1 2023 | $39,983,374 | +730.9% | 914,533 | +5.6% | 0.38% | +57.9% |
Q4 2022 | $4,811,930 | -86.7% | 865,872 | -8.1% | 0.24% | -41.8% |
Q3 2022 | $36,152,000 | -3.8% | 941,695 | +2.2% | 0.42% | +24.2% |
Q2 2022 | $37,596,000 | +88.9% | 921,469 | +123.9% | 0.34% | +120.4% |
Q1 2022 | $19,899,000 | +6.4% | 411,484 | +10.8% | 0.15% | +8.6% |
Q4 2021 | $18,703,000 | +216.9% | 371,386 | +189.5% | 0.14% | +268.4% |
Q3 2021 | $5,902,000 | +94.7% | 128,305 | +95.5% | 0.04% | +46.2% |
Q2 2021 | $3,032,000 | +21.0% | 65,617 | +13.5% | 0.03% | +8.3% |
Q1 2021 | $2,506,000 | +21.7% | 57,808 | +12.7% | 0.02% | +14.3% |
Q4 2020 | $2,060,000 | +193.9% | 51,305 | +148.4% | 0.02% | +133.3% |
Q3 2020 | $701,000 | +3.9% | 20,652 | +1.4% | 0.01% | 0.0% |
Q2 2020 | $675,000 | +20.1% | 20,360 | +1.8% | 0.01% | -10.0% |
Q1 2020 | $562,000 | -95.8% | 19,994 | -94.5% | 0.01% | -95.2% |
Q4 2019 | $13,329,000 | – | 363,284 | – | 0.21% | – |
Download |
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% |