WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 59 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $811,933 | -65.8% | 17,747 | -50.8% | 0.04% | -30.8% |
Q2 2023 | $2,377,316 | +54.7% | 36,094 | +99.7% | 0.05% | -22.4% |
Q1 2023 | $1,536,546 | +44999.7% | 18,073 | -54.6% | 0.07% | -26.4% |
Q4 2022 | $3,407 | -99.9% | 39,774 | -43.7% | 0.09% | -42.0% |
Q3 2022 | $6,031,000 | +1.0% | 70,614 | +0.9% | 0.16% | -16.5% |
Q2 2022 | $5,973,000 | -44.6% | 69,954 | -44.7% | 0.19% | +40.3% |
Q1 2022 | $10,783,000 | +89758.3% | 126,508 | +51960.9% | 0.13% | – |
Q4 2021 | $12,000 | -99.3% | 243 | -99.3% | 0.00% | -100.0% |
Q3 2021 | $1,631,000 | +1.2% | 35,605 | +1.9% | 0.03% | 0.0% |
Q2 2021 | $1,611,000 | -61.4% | 34,954 | -63.7% | 0.03% | -59.3% |
Q1 2021 | $4,174,000 | +17.0% | 96,286 | +8.6% | 0.08% | -44.1% |
Q4 2020 | $3,566,000 | +59.1% | 88,676 | +40.2% | 0.14% | +8.2% |
Q3 2020 | $2,241,000 | +2075.7% | 63,232 | +1901.6% | 0.13% | +1575.0% |
Q2 2020 | $103,000 | +14.4% | 3,159 | +0.1% | 0.01% | -11.1% |
Q1 2020 | $90,000 | -22.4% | 3,156 | +0.1% | 0.01% | 0.0% |
Q4 2019 | $116,000 | +11.5% | 3,154 | +1.5% | 0.01% | +28.6% |
Q3 2019 | $104,000 | +352.2% | 3,107 | +338.2% | 0.01% | +133.3% |
Q1 2019 | $23,000 | -79.5% | 709 | -82.3% | 0.00% | -57.1% |
Q4 2018 | $112,000 | -8.2% | 3,998 | +6.7% | 0.01% | +40.0% |
Q3 2018 | $122,000 | +23.2% | 3,747 | +16.4% | 0.01% | +25.0% |
Q2 2018 | $99,000 | -1.0% | 3,219 | +0.5% | 0.00% | -20.0% |
Q1 2018 | $100,000 | 0.0% | 3,203 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $100,000 | +7.5% | 3,203 | +200.2% | 0.01% | +25.0% |
Q3 2017 | $93,000 | +4.5% | 1,067 | +0.1% | 0.00% | 0.0% |
Q2 2017 | $89,000 | +2.3% | 1,066 | +0.1% | 0.00% | 0.0% |
Q1 2017 | $87,000 | +6.1% | 1,065 | +0.1% | 0.00% | 0.0% |
Q4 2016 | $82,000 | +6.5% | 1,064 | +0.1% | 0.00% | 0.0% |
Q3 2016 | $77,000 | +2.7% | 1,063 | -0.9% | 0.00% | 0.0% |
Q2 2016 | $75,000 | +226.1% | 1,073 | +51.3% | 0.00% | +33.3% |
Q1 2016 | $23,000 | -68.9% | 709 | -33.8% | 0.00% | -40.0% |
Q4 2015 | $74,000 | – | 1,071 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Private Wealth Strategies, L.L.C. | 1,480,420 | $61,555,807 | 16.43% |
Garrett Wealth Advisory Group, LLC | 562,815 | $23,401,883 | 12.02% |
KLR INVESTMENT ADVISORS, LLC | 75,941 | $3,157,629 | 2.60% |
DAIDO LIFE INSURANCE CO | 549,372 | $22,843 | 2.15% |
VISTA INVESTMENT MANAGEMENT | 75,898 | $3,155,839 | 1.80% |
Insight Advisors, LLC/ PA | 63,434 | $2,629,339 | 0.92% |
Marietta Wealth Management, LLC | 90,873 | $3,778,501 | 0.86% |
My Legacy Advisors, LLC | 42,219 | $1,890,145 | 0.81% |
Essential Planning, LLC. | 23,777 | $907,932 | 0.70% |
Relative Value Partners Group, LLC | 234,092 | $9,733,566 | 0.69% |