Cornerstone Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 110 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Cornerstone Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$490,961
+2.8%
8,632
+0.2%
0.04%
-2.6%
Q1 2024$477,430
+10.7%
8,618
+0.2%
0.04%
+5.4%
Q4 2023$431,244
+87.9%
8,605
+63.9%
0.04%
+60.9%
Q1 2023$229,4645,2490.02%
Other shareholders
WISDOMTREE TR shareholders Q1 2024
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,559,363$72,058,00018.58%
JD Financial Services Inc. 259,630$11,998,00011.13%
BEACON FINANCIAL GROUP 673,464$31,307,0004.43%
DAIDO LIFE INSURANCE CO 549,372$25,386,0001.54%
Financial Gravity Asset Management, Inc. 84,824$3,920,0001.40%
CGN Advisors LLC 75,787$3,502,0001.11%
Marietta Wealth Management, LLC 85,806$3,965,0000.90%
20/20 Capital Management, Inc. 72,349$3,343,0000.87%
Relative Value Partners Group, LLC 217,618$10,056,0000.78%
Truadvice, LLC 67,320$3,178,0000.69%
View complete list of WISDOMTREE TR shareholders