KESTRA PRIVATE WEALTH SERVICES, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 96 filers reported holding WISDOMTREE TR in Q4 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 Q4 2021
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,365,495$66,041,00016.29%
BEACON FINANCIAL GROUP 414,281$20,275,0002.70%
VISTA INVESTMENT MANAGEMENT 62,156$3,006,0001.65%
DAIDO LIFE INSURANCE CO 549,372$26,568,0001.59%
CGN Advisors LLC 100,568$4,863,0001.21%
Insight Advisors, LLC/ PA 81,847$3,958,0001.19%
Marietta Wealth Management, LLC 88,692$4,289,0000.90%
Relative Value Partners Group, LLC 240,392$11,625,0000.81%
Redwood Financial Network Corp 13,116$634,0000.59%
Truadvice, LLC 22,159$989,0000.55%
View complete list of WISDOMTREE TR shareholders