WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 102 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,586,650 | -9.4% | 165,828 | -7.5% | 0.51% | -5.9% |
| Q2 2023 | $8,370,294 | -48.7% | 179,197 | -51.9% | 0.54% | -2.9% |
| Q1 2023 | $16,303,150 | +67.5% | 372,900 | +59.3% | 0.56% | -18.8% |
| Q4 2022 | $9,733,566 | +7.5% | 234,092 | -0.8% | 0.69% | -7.7% |
| Q3 2022 | $9,058,000 | -13.7% | 235,934 | -0.7% | 0.74% | -5.7% |
| Q2 2022 | $10,500,000 | -9.7% | 237,549 | -1.2% | 0.79% | -2.4% |
| Q1 2022 | $11,625,000 | +6.9% | 240,392 | +11.3% | 0.81% | +4.5% |
| Q4 2021 | $10,879,000 | +8.5% | 216,018 | -0.9% | 0.77% | +2.8% |
| Q3 2021 | $10,023,000 | -0.3% | 217,946 | +0.2% | 0.75% | -4.0% |
| Q2 2021 | $10,056,000 | +7.6% | 217,618 | +1.0% | 0.78% | -2.0% |
| Q1 2021 | $9,343,000 | +12.2% | 215,514 | +3.9% | 0.80% | +1.3% |
| Q4 2020 | $8,330,000 | +26.5% | 207,410 | +11.5% | 0.79% | +15.4% |
| Q3 2020 | $6,587,000 | +6.4% | 185,966 | -0.4% | 0.68% | +5.1% |
| Q2 2020 | $6,191,000 | +106.0% | 186,639 | +74.6% | 0.65% | +83.6% |
| Q1 2020 | $3,005,000 | +118.7% | 106,907 | +185.5% | 0.35% | +168.2% |
| Q4 2019 | $1,374,000 | – | 37,449 | – | 0.13% | – |
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% |