NEXT Financial Group, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 71 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$31,000
-45.6%
621
-49.8%
0.00%
-50.0%
Q3 2021$57,000
-3.4%
1,236
-2.7%
0.00%
-20.0%
Q2 2021$59,000
-4.8%
1,270
-11.6%
0.01%
-16.7%
Q1 2021$62,000
+37.8%
1,436
+29.6%
0.01%
+50.0%
Q4 2020$45,000
+114.3%
1,108
+82.8%
0.00%
+100.0%
Q3 2020$21,000
+31.2%
606
+7.8%
0.00%0.0%
Q1 2020$16,0005620.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,365,495$66,041,00016.29%
BEACON FINANCIAL GROUP 414,281$20,275,0002.70%
VISTA INVESTMENT MANAGEMENT 62,156$3,006,0001.65%
DAIDO LIFE INSURANCE CO 549,372$26,568,0001.59%
CGN Advisors LLC 100,568$4,863,0001.21%
Insight Advisors, LLC/ PA 81,847$3,958,0001.19%
Marietta Wealth Management, LLC 88,692$4,289,0000.90%
Relative Value Partners Group, LLC 240,392$11,625,0000.81%
Redwood Financial Network Corp 13,116$634,0000.59%
Truadvice, LLC 22,159$989,0000.55%
View complete list of WISDOMTREE TR shareholders