WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 81 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,649,420 | -13.3% | 79,769 | -11.4% | 0.03% | -8.6% |
| Q2 2023 | $4,207,088 | +2.7% | 90,068 | -3.9% | 0.04% | -2.8% |
| Q1 2023 | $4,098,318 | +2.2% | 93,740 | -2.8% | 0.04% | -2.7% |
| Q4 2022 | $4,009,291 | +51.8% | 96,424 | +40.1% | 0.04% | -30.2% |
| Q3 2022 | $2,642,000 | -20.4% | 68,810 | -15.4% | 0.05% | 0.0% |
| Q2 2022 | $3,320,000 | -20.6% | 81,364 | -5.9% | 0.05% | -11.7% |
| Q1 2022 | $4,183,000 | +3.9% | 86,489 | +8.2% | 0.06% | +3.4% |
| Q4 2021 | $4,026,000 | +14.6% | 79,939 | +4.6% | 0.06% | +3.6% |
| Q3 2021 | $3,513,000 | +18.8% | 76,389 | +19.4% | 0.06% | +19.1% |
| Q2 2021 | $2,957,000 | +15.0% | 63,988 | +7.8% | 0.05% | -7.8% |
| Q1 2021 | $2,572,000 | +13.1% | 59,335 | +4.8% | 0.05% | +13.3% |
| Q4 2020 | $2,274,000 | – | 56,642 | – | 0.04% | – |
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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% |