OSAIC HOLDINGS, INC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 59 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
OSAIC HOLDINGS, INC. ownership history of WISDOMTREE TR
ValueSharesWeighting
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$3,487,000124,0240.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,365,495$66,041,00016.29%
BEACON FINANCIAL GROUP 414,281$20,275,0002.70%
VISTA INVESTMENT MANAGEMENT 62,156$3,006,0001.65%
DAIDO LIFE INSURANCE CO 549,372$26,568,0001.59%
CGN Advisors LLC 100,568$4,863,0001.21%
Insight Advisors, LLC/ PA 81,847$3,958,0001.19%
Marietta Wealth Management, LLC 88,692$4,289,0000.90%
Relative Value Partners Group, LLC 240,392$11,625,0000.81%
Redwood Financial Network Corp 13,116$634,0000.59%
Truadvice, LLC 22,159$989,0000.55%
View complete list of WISDOMTREE TR shareholders