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
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% | – |
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% |