WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 99 filers reported holding WISDOMTREE TR in Q2 2023. 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. | 1,367,861 | $54,933,000 | 16.63% |
| BEACON FINANCIAL GROUP | 878,074 | $36,063,000 | 5.65% |
| Financial Gravity Asset Management, Inc. | 64,598 | $2,586,000 | 2.37% |
| DAIDO LIFE INSURANCE CO | 446,973 | $17,950,000 | 1.28% |
| CGN Advisors LLC | 70,936 | $2,849,000 | 1.14% |
| 20/20 Capital Management, Inc. | 87,192 | $3,559,000 | 1.04% |
| Marietta Wealth Management, LLC | 86,635 | $3,479,000 | 0.96% |
| Truadvice, LLC | 64,687 | $2,608,000 | 0.80% |
| Relative Value Partners Group, LLC | 207,410 | $8,330,000 | 0.79% |
| Patriot Financial Group Insurance Agency, LLC | 48,943 | $1,966,000 | 0.49% |