GM Advisory Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 71 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
GM Advisory Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,125,090
-2.0%
24,592
+0.0%
0.09%
-3.2%
Q2 2023$1,148,267
+6.9%
24,583
+0.0%
0.10%
-3.1%
Q1 2023$1,074,357
+7.7%
24,574
+2.5%
0.10%
-7.5%
Q4 2022$997,294
+4.8%
23,985
-3.2%
0.11%
-11.7%
Q3 2022$952,000
-5.4%
24,788
+0.5%
0.12%
-23.6%
Q2 2022$1,006,000
-15.6%
24,666
+0.0%
0.16%
+10.6%
Q1 2022$1,192,000
-3.2%
24,656
+0.9%
0.14%
+29.1%
Q4 2021$1,231,000
+9.5%
24,439
+0.0%
0.11%
-2.7%
Q3 2021$1,124,000
+50.5%
24,432
+51.2%
0.11%
+46.8%
Q2 2021$747,000
+7.3%
16,159
+0.7%
0.08%
-7.2%
Q1 2021$696,000
+16.8%
16,047
+8.1%
0.08%
+3.8%
Q4 2020$596,000
+13.3%
14,848
+0.0%
0.08%0.0%
Q3 2020$526,000
+6.9%
14,843
+0.0%
0.08%
-12.1%
Q2 2020$492,000
-2.2%
14,837
-17.0%
0.09%
-33.6%
Q1 2020$503,000
-17.1%
17,877
+8.0%
0.14%
-27.1%
Q4 2019$607,000
-11.6%
16,552
-19.2%
0.19%
-12.1%
Q3 2019$687,000
+5.0%
20,490
+3.0%
0.21%
+4.4%
Q2 2019$654,000
-4.0%
19,900
-7.1%
0.20%
-8.5%
Q1 2019$681,000
+12.7%
21,4200.0%0.22%
-0.4%
Q4 2018$604,000
-9.4%
21,420
+4.9%
0.22%
+7.7%
Q3 2018$667,000
+6.5%
20,4200.0%0.21%
+12.4%
Q2 2018$626,000
+1.0%
20,4200.0%0.19%
-0.5%
Q1 2018$620,000
+4.7%
20,420
+7.2%
0.19%
+16.1%
Q4 2017$592,000
+16.5%
19,040
+226.1%
0.16%
+3.9%
Q3 2017$508,000
+9.5%
5,838
+4.7%
0.16%
+6.2%
Q2 2017$464,000
+78.5%
5,574
+74.7%
0.15%
+64.0%
Q1 2017$260,0003,1900.09%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,365,495$66,041,00016.29%
BEACON FINANCIAL GROUP 414,281$20,275,0002.70%
VISTA INVESTMENT MANAGEMENT 62,156$3,006,0001.65%
DAIDO LIFE INSURANCE CO 549,372$26,568,0001.59%
CGN Advisors LLC 100,568$4,863,0001.21%
Insight Advisors, LLC/ PA 81,847$3,958,0001.19%
Marietta Wealth Management, LLC 88,692$4,289,0000.90%
Relative Value Partners Group, LLC 240,392$11,625,0000.81%
Redwood Financial Network Corp 13,116$634,0000.59%
Truadvice, LLC 22,159$989,0000.55%
View complete list of WISDOMTREE TR shareholders