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 ↓ |
|---|---|---|---|
| MOLLER WEALTH PARTNERS | 24,888 | $1,714,000 | 0.81% |
| WFG Advisors, LP | 17,042 | $1,174,000 | 0.22% |
| MYCIO WEALTH PARTNERS, LLC | 11,554 | $796,000 | 0.19% |
| CUTLER INVESTMENT COUNSEL LLC | 7,267 | $500,000 | 0.17% |
| BAR HARBOR WEALTH MANAGEMENT | 13,554 | $933,000 | 0.12% |
| Placemark Investments, Inc. | 59,997 | $4,131,000 | 0.08% |
| Cambridge Investment Research Advisors, Inc. | 32,249 | $2,221,000 | 0.06% |
| Carroll Financial Associates, Inc. | 2,000 | $142,000 | 0.04% |
| Concert Wealth Management Inc. | 3,515 | $242,000 | 0.03% |
| NEW ENGLAND SECURITIES CORP /MA/ | 1,047 | $72,000 | 0.02% |