WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 36 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $459,000 | +9.5% | 12,499 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $419,000 | -0.5% | 12,499 | -2.3% | 0.00% | 0.0% |
| Q2 2019 | $421,000 | +3.4% | 12,789 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $407,000 | +13.1% | 12,789 | 0.0% | 0.00% | -25.0% |
| Q4 2018 | $360,000 | -13.9% | 12,789 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $418,000 | +72.7% | 12,789 | +62.1% | 0.00% | +33.3% |
| Q2 2018 | $242,000 | +0.8% | 7,891 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $240,000 | -2.0% | 7,891 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $245,000 | +7.0% | 7,891 | +200.0% | 0.00% | -25.0% |
| Q3 2017 | $229,000 | +30.1% | 2,630 | +24.1% | 0.00% | +33.3% |
| Q2 2017 | $176,000 | +1.7% | 2,120 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $173,000 | +5.5% | 2,120 | 0.0% | 0.00% | -25.0% |
| Q4 2016 | $164,000 | +11.6% | 2,120 | +5.0% | 0.00% | 0.0% |
| Q3 2016 | $147,000 | +5.0% | 2,020 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $140,000 | – | 2,020 | – | 0.00% | – |
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% |