WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 100 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,492 | +4.5% | 26,231 | +1.7% | 0.00% | 0.0% |
| Q1 2024 | $1,428 | +8.1% | 25,781 | -2.2% | 0.00% | 0.0% |
| Q4 2023 | $1,321 | +3.6% | 26,360 | -5.4% | 0.00% | 0.0% |
| 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 | $1,089,000 | 0.0% | 26,700 | 0.0% | 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 | $567,000 | – | 11,260 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,682,287 | $84,716,000 | 19.53% |
| JD Financial Services Inc. | 281,271 | $14,165,000 | 11.67% |
| BEACON FINANCIAL GROUP | 651,219 | $33,062,000 | 4.30% |
| WIN ADVISORS, INC | 358,253 | $18,042,000 | 4.13% |
| DAIDO LIFE INSURANCE CO | 549,372 | $27,666,000 | 1.53% |
| CGN Advisors LLC | 85,568 | $4,309,000 | 1.12% |
| Insight Advisors, LLC/ PA | 74,598 | $3,757,000 | 1.11% |
| Truadvice, LLC | 23,282 | $1,129,000 | 1.06% |
| IHT Wealth Management, LLC | 285,063 | $14,356,000 | 1.06% |
| Marietta Wealth Management, LLC | 85,730 | $4,317,000 | 0.87% |