WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 33 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $516,000 | +9.6% | 12,845 | -3.5% | 0.12% | -14.7% |
| Q3 2020 | $471,000 | +7.3% | 13,306 | +0.5% | 0.14% | -7.5% |
| Q2 2020 | $439,000 | -16.2% | 13,243 | -28.9% | 0.15% | -74.0% |
| Q1 2020 | $524,000 | -22.8% | 18,629 | +0.6% | 0.56% | +15.3% |
| Q4 2019 | $679,000 | +3.8% | 18,513 | -5.1% | 0.49% | -2.6% |
| Q3 2019 | $654,000 | +0.5% | 19,508 | -1.5% | 0.50% | +2.4% |
| Q2 2019 | $651,000 | +3.8% | 19,796 | +0.4% | 0.49% | +5.8% |
| Q1 2019 | $627,000 | +12.8% | 19,722 | 0.0% | 0.46% | +5.5% |
| Q4 2018 | $556,000 | -12.9% | 19,722 | +1.0% | 0.44% | -1.6% |
| Q3 2018 | $638,000 | +1.9% | 19,521 | -4.3% | 0.45% | -2.8% |
| Q2 2018 | $626,000 | +1.6% | 20,388 | +0.5% | 0.46% | -0.2% |
| Q1 2018 | $616,000 | -14.8% | 20,295 | -12.7% | 0.46% | -12.7% |
| Q4 2017 | $723,000 | – | 23,258 | – | 0.53% | – |
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% |