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 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% | 21,420 | 0.0% | 0.22% | -0.4% |
Q4 2018 | $604,000 | -9.4% | 21,420 | +4.9% | 0.22% | +7.7% |
Q3 2018 | $667,000 | +6.5% | 20,420 | 0.0% | 0.21% | +12.4% |
Q2 2018 | $626,000 | +1.0% | 20,420 | 0.0% | 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 | $260,000 | – | 3,190 | – | 0.09% | – |
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% |