Betterment LLC - WISDOMTREE TR ownership

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
Betterment LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,275
-1.1%
27,860
+0.9%
0.00%0.0%
Q2 2023$1,289
-1.9%
27,603
-8.2%
0.00%0.0%
Q1 2023$1,314
+8.4%
30,060
+3.1%
0.00%0.0%
Q4 2022$1,212
-99.9%
29,156
+9.2%
0.00%0.0%
Q3 2022$1,089,0000.0%26,7000.0%0.00%0.0%
Q2 2022$1,089,000
+4.7%
26,700
+24.1%
0.00%
+33.3%
Q1 2022$1,040,000
+83.4%
21,512
+91.0%
0.00%
+50.0%
Q4 2021$567,00011,2600.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
MOLLER WEALTH PARTNERS 24,888$1,714,0000.81%
WFG Advisors, LP 17,042$1,174,0000.22%
MYCIO WEALTH PARTNERS, LLC 11,554$796,0000.19%
CUTLER INVESTMENT COUNSEL LLC 7,267$500,0000.17%
BAR HARBOR WEALTH MANAGEMENT 13,554$933,0000.12%
Placemark Investments, Inc. 59,997$4,131,0000.08%
Cambridge Investment Research Advisors, Inc. 32,249$2,221,0000.06%
Carroll Financial Associates, Inc. 2,000$142,0000.04%
Concert Wealth Management Inc. 3,515$242,0000.03%
NEW ENGLAND SECURITIES CORP /MA/ 1,047$72,0000.02%
View complete list of WISDOMTREE TR shareholders