WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 96 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,354,942 | -4.1% | 29,616 | -2.1% | 0.28% | +5.3% |
| Q2 2023 | $1,413,527 | +3.4% | 30,262 | -3.2% | 0.27% | -4.0% |
| Q1 2023 | $1,367,138 | +6.9% | 31,270 | +1.6% | 0.28% | +61.0% |
| Q4 2022 | $1,279,204 | +14.2% | 30,765 | +5.5% | 0.17% | -37.0% |
| Q3 2022 | $1,120,000 | -6.0% | 29,174 | -0.1% | 0.27% | +12.8% |
| Q2 2022 | $1,192,000 | -13.9% | 29,204 | +2.0% | 0.24% | -2.0% |
| Q1 2022 | $1,385,000 | -2.3% | 28,644 | -1.8% | 0.25% | +4.7% |
| Q4 2021 | $1,418,000 | +7.8% | 29,158 | +1.9% | 0.24% | +1.3% |
| Q3 2021 | $1,316,000 | +1.9% | 28,621 | +2.5% | 0.23% | -1.3% |
| Q2 2021 | $1,291,000 | -4.4% | 27,931 | -10.3% | 0.24% | -23.6% |
| Q1 2021 | $1,350,000 | -31.3% | 31,148 | -36.4% | 0.31% | -37.3% |
| Q4 2020 | $1,966,000 | +5.2% | 48,943 | -7.3% | 0.49% | -18.9% |
| Q3 2020 | $1,869,000 | +11.3% | 52,770 | +4.2% | 0.61% | -5.3% |
| Q2 2020 | $1,679,000 | +5.9% | 50,622 | -10.3% | 0.64% | -11.3% |
| Q1 2020 | $1,586,000 | -37.2% | 56,416 | -18.1% | 0.72% | -23.6% |
| Q4 2019 | $2,527,000 | +43.3% | 68,876 | +31.1% | 0.95% | +19.5% |
| Q3 2019 | $1,763,000 | +11.9% | 52,551 | +10.7% | 0.79% | +16.6% |
| Q2 2019 | $1,575,000 | +22.7% | 47,467 | +17.6% | 0.68% | +3.2% |
| Q1 2019 | $1,284,000 | +75.4% | 40,376 | +55.6% | 0.66% | +36.7% |
| Q4 2018 | $732,000 | +597.1% | 25,943 | +704.7% | 0.48% | +665.1% |
| Q3 2018 | $105,000 | – | 3,224 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,365,495 | $66,041,000 | 16.29% |
| BEACON FINANCIAL GROUP | 414,281 | $20,275,000 | 2.70% |
| VISTA INVESTMENT MANAGEMENT | 62,156 | $3,006,000 | 1.65% |
| DAIDO LIFE INSURANCE CO | 549,372 | $26,568,000 | 1.59% |
| CGN Advisors LLC | 100,568 | $4,863,000 | 1.21% |
| Insight Advisors, LLC/ PA | 81,847 | $3,958,000 | 1.19% |
| Marietta Wealth Management, LLC | 88,692 | $4,289,000 | 0.90% |
| Relative Value Partners Group, LLC | 240,392 | $11,625,000 | 0.81% |
| Redwood Financial Network Corp | 13,116 | $634,000 | 0.59% |
| Truadvice, LLC | 22,159 | $989,000 | 0.55% |