WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 108 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,567,765 | -2.0% | 77,984 | +0.0% | 0.01% | -28.6% |
| Q2 2023 | $3,641,116 | -8.0% | 77,957 | -13.9% | 0.01% | 0.0% |
| Q1 2023 | $3,958,694 | +5.2% | 90,543 | +0.0% | 0.01% | -12.5% |
| Q4 2022 | $3,764,000 | +4.6% | 90,539 | -3.4% | 0.01% | 0.0% |
| Q3 2022 | $3,599,000 | -7.9% | 93,711 | -2.1% | 0.01% | -11.1% |
| Q2 2022 | $3,906,000 | -35.4% | 95,722 | -0.9% | 0.01% | -25.0% |
| Q1 2022 | $6,048,000 | +22.4% | 96,592 | -1.6% | 0.01% | +33.3% |
| Q4 2021 | $4,943,000 | +9.3% | 98,163 | -0.1% | 0.01% | 0.0% |
| Q3 2021 | $4,521,000 | -4.8% | 98,279 | -4.3% | 0.01% | -10.0% |
| Q2 2021 | $4,747,000 | +19.0% | 102,729 | +11.6% | 0.01% | 0.0% |
| Q1 2021 | $3,990,000 | +32.5% | 92,048 | +22.7% | 0.01% | +25.0% |
| Q4 2020 | $3,012,000 | -15.0% | 75,007 | -25.1% | 0.01% | -27.3% |
| Q3 2020 | $3,543,000 | +9.1% | 100,096 | +2.2% | 0.01% | 0.0% |
| Q2 2020 | $3,248,000 | -6.9% | 97,910 | -21.1% | 0.01% | -21.4% |
| Q1 2020 | $3,487,000 | – | 124,024 | – | 0.01% | – |
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% |