Sunbelt Securities, Inc. - WISDOMTREE TR ownership

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
Sunbelt Securities, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$26,785
-1.6%
585
+0.3%
0.00%0.0%
Q2 2023$27,218
+8.7%
583
+0.5%
0.00%0.0%
Q1 2023$25,0415800.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,480,420$61,555,80716.43%
Garrett Wealth Advisory Group, LLC 562,815$23,401,88312.02%
KLR INVESTMENT ADVISORS, LLC 75,941$3,157,6292.60%
DAIDO LIFE INSURANCE CO 549,372$22,8432.15%
VISTA INVESTMENT MANAGEMENT 75,898$3,155,8391.80%
Insight Advisors, LLC/ PA 63,434$2,629,3390.92%
Marietta Wealth Management, LLC 90,873$3,778,5010.86%
My Legacy Advisors, LLC 42,219$1,890,1450.81%
Essential Planning, LLC. 23,777$907,9320.70%
Relative Value Partners Group, LLC 234,092$9,733,5660.69%
View complete list of WISDOMTREE TR shareholders