ACG Wealth - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 101 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
ACG Wealth ownership history of WISDOMTREE TR
ValueSharesWeighting
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$285,0009,2940.04%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
MOLLER WEALTH PARTNERS 24,888$1,714,0000.81%
WFG Advisors, LP 17,042$1,174,0000.22%
MYCIO WEALTH PARTNERS, LLC 11,554$796,0000.19%
CUTLER INVESTMENT COUNSEL LLC 7,267$500,0000.17%
BAR HARBOR WEALTH MANAGEMENT 13,554$933,0000.12%
Placemark Investments, Inc. 59,997$4,131,0000.08%
Cambridge Investment Research Advisors, Inc. 32,249$2,221,0000.06%
Carroll Financial Associates, Inc. 2,000$142,0000.04%
Concert Wealth Management Inc. 3,515$242,0000.03%
NEW ENGLAND SECURITIES CORP /MA/ 1,047$72,0000.02%
View complete list of WISDOMTREE TR shareholders