WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 2 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Private Wealth Strategies, L.L.C. | 1,500,452 | $68,645,662 | 17.13% |
Team Financial Group, LLC | 396,637 | $18,146,163 | 14.99% |
Garrett Wealth Advisory Group, LLC | 584,405 | $26,736,642 | 12.17% |
KLR INVESTMENT ADVISORS, LLC | 55,675 | $2,434,109 | 2.21% |
VISTA INVESTMENT MANAGEMENT | 77,133 | $3,528,835 | 1.85% |
Financial Gravity Asset Management, Inc. | 3,042,548 | $124,217,573 | 1.37% |
Insight Advisors, LLC/ PA | 80,284 | $3,672,993 | 0.84% |
Marietta Wealth Management, LLC | 85,346 | $3,904,566 | 0.78% |
Redwood Financial Network Corp | 12,396 | $567,120 | 0.60% |
Relative Value Partners Group, LLC | 165,828 | $7,586,650 | 0.51% |