WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 74 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $399,298 | +3.8% | 7,020 | +1.1% | 0.12% | -3.3% |
Q1 2024 | $384,753 | +11.4% | 6,945 | +0.8% | 0.12% | -0.8% |
Q4 2023 | $345,292 | +9.7% | 6,890 | +0.1% | 0.12% | +6.1% |
Q3 2023 | $314,760 | -2.1% | 6,880 | 0.0% | 0.12% | +2.7% |
Q2 2023 | $321,365 | +7.0% | 6,880 | +0.1% | 0.11% | +0.9% |
Q1 2023 | $300,356 | +5.1% | 6,870 | 0.0% | 0.11% | +3.7% |
Q4 2022 | $285,655 | +8.2% | 6,870 | 0.0% | 0.11% | +10.3% |
Q3 2022 | $264,000 | -5.7% | 6,870 | -0.1% | 0.10% | +2.1% |
Q2 2022 | $280,000 | -15.7% | 6,875 | 0.0% | 0.10% | +4.4% |
Q1 2022 | $332,000 | -4.0% | 6,875 | 0.0% | 0.09% | +5.8% |
Q4 2021 | $346,000 | +9.8% | 6,875 | +0.2% | 0.09% | +1.2% |
Q3 2021 | $315,000 | +1.0% | 6,860 | – | 0.08% | 0.0% |
Q2 2021 | $312,000 | +15.1% | 0 | -100.0% | 0.08% | +7.6% |
Q1 2021 | $271,000 | +12.4% | 6,255 | +4.3% | 0.08% | +6.8% |
Q4 2020 | $241,000 | +17.6% | 5,995 | +3.5% | 0.07% | +4.2% |
Q3 2020 | $205,000 | -8.1% | 5,790 | -4.5% | 0.07% | -14.5% |
Q4 2019 | $223,000 | – | 6,065 | – | 0.08% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Private Wealth Strategies, L.L.C. | 1,559,363 | $72,058,000 | 18.58% |
JD Financial Services Inc. | 259,630 | $11,998,000 | 11.13% |
BEACON FINANCIAL GROUP | 673,464 | $31,307,000 | 4.43% |
DAIDO LIFE INSURANCE CO | 549,372 | $25,386,000 | 1.54% |
Financial Gravity Asset Management, Inc. | 84,824 | $3,920,000 | 1.40% |
CGN Advisors LLC | 75,787 | $3,502,000 | 1.11% |
Marietta Wealth Management, LLC | 85,806 | $3,965,000 | 0.90% |
20/20 Capital Management, Inc. | 72,349 | $3,343,000 | 0.87% |
Relative Value Partners Group, LLC | 217,618 | $10,056,000 | 0.78% |
Truadvice, LLC | 67,320 | $3,178,000 | 0.69% |