WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 94 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $472,000 | +0.4% | 12,290 | +6.6% | 0.11% | +12.5% |
| Q2 2022 | $470,000 | -15.6% | 11,527 | +0.0% | 0.10% | -8.6% |
| Q1 2022 | $557,000 | -44.5% | 11,526 | -42.1% | 0.10% | -26.6% |
| Q4 2021 | $1,003,000 | +7.2% | 19,915 | -2.2% | 0.14% | +16.3% |
| Q3 2021 | $936,000 | -2.9% | 20,359 | -2.4% | 0.12% | +0.8% |
| Q2 2021 | $964,000 | -31.8% | 20,851 | -36.0% | 0.12% | -34.8% |
| Q1 2021 | $1,413,000 | -11.8% | 32,586 | -18.3% | 0.19% | -15.4% |
| Q4 2020 | $1,602,000 | +6.1% | 39,903 | -6.4% | 0.22% | -3.1% |
| Q3 2020 | $1,510,000 | -37.2% | 42,633 | -41.2% | 0.23% | -41.8% |
| Q2 2020 | $2,405,000 | -49.3% | 72,510 | -57.0% | 0.39% | -55.6% |
| Q1 2020 | $4,742,000 | -26.1% | 168,692 | -3.5% | 0.88% | -7.5% |
| Q4 2019 | $6,417,000 | -28.6% | 174,896 | -34.7% | 0.96% | -27.9% |
| Q3 2019 | $8,983,000 | +2.5% | 267,840 | +0.5% | 1.32% | +12.7% |
| Q2 2019 | $8,761,000 | +340.7% | 266,441 | +326.1% | 1.18% | +342.1% |
| Q1 2019 | $1,988,000 | +2.7% | 62,525 | -8.9% | 0.27% | -10.4% |
| Q4 2018 | $1,936,000 | -18.2% | 68,637 | -5.2% | 0.30% | -5.1% |
| Q3 2018 | $2,366,000 | +730.2% | 72,438 | +679.4% | 0.31% | +627.9% |
| Q2 2018 | $285,000 | – | 9,294 | – | 0.04% | – |
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% |