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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,525,000 | +11.4% | 49,926 | +1.3% | 0.13% | +5.5% |
| Q3 2021 | $2,266,000 | +0.6% | 49,284 | +1.1% | 0.13% | 0.0% |
| Q2 2021 | $2,252,000 | +15.5% | 48,746 | +8.3% | 0.13% | +5.8% |
| Q1 2021 | $1,950,000 | +10.5% | 45,004 | +2.4% | 0.12% | +2.6% |
| Q4 2020 | $1,764,000 | +15.9% | 43,946 | +2.3% | 0.12% | 0.0% |
| Q3 2020 | $1,522,000 | +14.0% | 42,971 | +6.8% | 0.12% | +5.4% |
| Q2 2020 | $1,335,000 | +19.6% | 40,253 | +1.4% | 0.11% | +0.9% |
| Q1 2020 | $1,116,000 | +407.3% | 39,704 | +561.7% | 0.11% | +547.1% |
| Q4 2019 | $220,000 | +9.5% | 6,000 | 0.0% | 0.02% | -5.6% |
| Q3 2019 | $201,000 | +2.0% | 6,000 | 0.0% | 0.02% | +5.9% |
| Q2 2019 | $197,000 | +3.7% | 6,000 | 0.0% | 0.02% | -5.6% |
| Q1 2019 | $190,000 | +10.5% | 6,000 | 0.0% | 0.02% | -5.3% |
| Q4 2018 | $172,000 | -11.8% | 6,000 | 0.0% | 0.02% | -9.5% |
| Q3 2018 | $195,000 | +6.0% | 6,000 | 0.0% | 0.02% | +5.0% |
| Q2 2018 | $184,000 | +1.1% | 6,000 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $182,000 | -2.2% | 6,000 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $186,000 | +5.7% | 6,000 | +200.0% | 0.02% | 0.0% |
| Q3 2017 | $176,000 | +6.0% | 2,000 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $166,000 | +2.5% | 2,000 | 0.0% | 0.02% | -4.8% |
| Q1 2017 | $162,000 | +5.2% | 2,000 | 0.0% | 0.02% | -4.5% |
| Q4 2016 | $154,000 | +6.2% | 2,000 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $145,000 | +4.3% | 2,000 | 0.0% | 0.02% | -4.3% |
| Q2 2016 | $139,000 | 0.0% | 2,000 | 0.0% | 0.02% | -11.5% |
| Q1 2016 | $139,000 | +0.7% | 2,000 | 0.0% | 0.03% | -10.3% |
| Q4 2015 | $138,000 | -0.7% | 2,000 | 0.0% | 0.03% | -6.5% |
| Q3 2015 | $139,000 | -2.8% | 2,000 | 0.0% | 0.03% | -3.1% |
| Q2 2015 | $143,000 | +0.7% | 2,000 | 0.0% | 0.03% | -27.3% |
| Q3 2014 | $142,000 | +4.4% | 2,000 | 0.0% | 0.04% | +15.8% |
| Q2 2014 | $136,000 | +3.8% | 2,000 | 0.0% | 0.04% | -11.6% |
| Q1 2014 | $131,000 | +2.3% | 2,000 | 0.0% | 0.04% | -4.4% |
| Q4 2013 | $128,000 | +9.4% | 2,000 | 0.0% | 0.04% | +2.3% |
| Q3 2013 | $117,000 | – | 2,000 | 0.0% | 0.04% | – |
| Q2 2013 | $0 | – | 2,000 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,480,420 | $61,555,807 | 16.43% |
| Garrett Wealth Advisory Group, LLC | 562,815 | $23,401,883 | 12.02% |
| KLR INVESTMENT ADVISORS, LLC | 75,941 | $3,157,629 | 2.60% |
| DAIDO LIFE INSURANCE CO | 549,372 | $22,843 | 2.15% |
| VISTA INVESTMENT MANAGEMENT | 75,898 | $3,155,839 | 1.80% |
| Insight Advisors, LLC/ PA | 63,434 | $2,629,339 | 0.92% |
| Marietta Wealth Management, LLC | 90,873 | $3,778,501 | 0.86% |
| My Legacy Advisors, LLC | 42,219 | $1,890,145 | 0.81% |
| Essential Planning, LLC. | 23,777 | $907,932 | 0.70% |
| Relative Value Partners Group, LLC | 234,092 | $9,733,566 | 0.69% |