KESTRA PRIVATE WEALTH SERVICES, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 73 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
KESTRA PRIVATE WEALTH SERVICES, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$238,000
-16.8%
4,914
-13.5%
0.01%
-14.3%
Q4 2021$286,000
-5.6%
5,682
-13.7%
0.01%
-17.6%
Q3 2021$303,000
-1.9%
6,581
-1.5%
0.02%
-10.5%
Q2 2021$309,000
+10.0%
6,680
+3.2%
0.02%
-5.0%
Q1 2021$281,0006,4760.02%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,500,452$68,645,66217.13%
Team Financial Group, LLC 396,637$18,146,16314.99%
Garrett Wealth Advisory Group, LLC 584,405$26,736,64212.17%
KLR INVESTMENT ADVISORS, LLC 55,675$2,434,1092.21%
VISTA INVESTMENT MANAGEMENT 77,133$3,528,8351.85%
Financial Gravity Asset Management, Inc. 3,042,548$124,217,5731.37%
Insight Advisors, LLC/ PA 80,284$3,672,9930.84%
Marietta Wealth Management, LLC 85,346$3,904,5660.78%
Redwood Financial Network Corp 12,396$567,1200.60%
Relative Value Partners Group, LLC 165,828$7,586,6500.51%
View complete list of WISDOMTREE TR shareholders