WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 96 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,115 | -4.4% | 44,294 | -7.4% | 0.30% | 0.0% |
| Q2 2023 | $2,213 | +5.2% | 47,855 | -0.0% | 0.30% | +2.4% |
| Q1 2023 | $2,103 | +5.6% | 47,873 | -0.1% | 0.29% | +7.7% |
| Q4 2022 | $1,992 | -99.9% | 47,903 | -1.8% | 0.27% | -7.8% |
| Q3 2022 | $1,898,000 | -83.6% | 48,798 | -82.5% | 0.30% | -82.9% |
| Q2 2022 | $11,602,000 | -42.8% | 278,089 | -32.9% | 1.73% | -36.1% |
| Q1 2022 | $20,275,000 | -38.7% | 414,281 | -36.4% | 2.70% | -37.2% |
| Q4 2021 | $33,062,000 | +8.4% | 651,219 | -0.5% | 4.30% | +5.0% |
| Q3 2021 | $30,512,000 | -2.5% | 654,339 | -2.8% | 4.09% | -7.7% |
| Q2 2021 | $31,307,000 | -13.2% | 673,464 | -23.3% | 4.43% | -21.5% |
| Q1 2021 | $36,063,000 | 0.0% | 878,074 | 0.0% | 5.65% | 0.0% |
| Q4 2020 | $36,063,000 | +16.4% | 878,074 | +0.3% | 5.65% | +1.8% |
| Q3 2020 | $30,995,000 | +39.1% | 875,078 | +28.6% | 5.54% | +29.1% |
| Q2 2020 | $22,284,000 | – | 680,223 | – | 4.30% | – |
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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% |