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. | 1,622,884 | $74,634,000 | 18.70% |
| JD Financial Services Inc. | 271,736 | $12,497,000 | 11.40% |
| BEACON FINANCIAL GROUP | 654,339 | $30,512,000 | 4.09% |
| DAIDO LIFE INSURANCE CO | 549,372 | $25,266,000 | 1.53% |
| Financial Gravity Asset Management, Inc. | 54,157 | $2,491,000 | 1.17% |
| CGN Advisors LLC | 77,979 | $3,586,000 | 1.17% |
| Truadvice, LLC | 22,961 | $1,135,000 | 1.04% |
| Marietta Wealth Management, LLC | 87,374 | $4,018,000 | 0.88% |
| Relative Value Partners Group, LLC | 217,946 | $10,023,000 | 0.75% |
| Insight Advisors, LLC/ PA | 47,649 | $2,345,000 | 0.70% |