WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 108 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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. | 1,500,452 | $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% |