WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 103 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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. | 1,480,420 | $61,555,807 | 16.43% |
| Garrett Wealth Advisory Group, LLC | 562,815 | $23,401,883 | 12.02% |
| KLR INVESTMENT ADVISORS, LLC | 75,941 | $3,157,629 | 2.60% |
| DAIDO LIFE INSURANCE CO | 549,372 | $22,843 | 2.15% |
| VISTA INVESTMENT MANAGEMENT | 75,898 | $3,155,839 | 1.80% |
| Insight Advisors, LLC/ PA | 63,434 | $2,629,339 | 0.92% |
| Marietta Wealth Management, LLC | 90,873 | $3,778,501 | 0.86% |
| My Legacy Advisors, LLC | 42,219 | $1,890,145 | 0.81% |
| Essential Planning, LLC. | 23,777 | $907,932 | 0.70% |
| Relative Value Partners Group, LLC | 234,092 | $9,733,566 | 0.69% |