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
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,622,884 | $74,634,000 | 18.70% |
| JD Financial Services Inc. | 271,736 | $12,497,000 | 11.40% |
| BEACON FINANCIAL GROUP | 654,339 | $30,512,000 | 4.09% |
| DAIDO LIFE INSURANCE CO | 549,372 | $25,266,000 | 1.53% |
| Financial Gravity Asset Management, Inc. | 54,157 | $2,491,000 | 1.17% |
| CGN Advisors LLC | 77,979 | $3,586,000 | 1.17% |
| Truadvice, LLC | 22,961 | $1,135,000 | 1.04% |
| Marietta Wealth Management, LLC | 87,374 | $4,018,000 | 0.88% |
| Relative Value Partners Group, LLC | 217,946 | $10,023,000 | 0.75% |
| Insight Advisors, LLC/ PA | 47,649 | $2,345,000 | 0.70% |