WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 71 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,572,683 | +1.0% | 99,949 | +3.1% | 0.03% | 0.0% |
| Q2 2023 | $4,529,231 | +10.3% | 96,965 | +3.3% | 0.03% | +3.8% |
| Q1 2023 | $4,104,462 | +1.9% | 93,881 | -3.1% | 0.03% | -10.3% |
| Q4 2022 | $4,026,382 | -39.2% | 96,835 | -43.8% | 0.03% | -44.2% |
| Q3 2022 | $6,619,000 | -8.5% | 172,409 | -2.7% | 0.05% | -10.3% |
| Q2 2022 | $7,232,000 | +14.4% | 177,266 | +35.6% | 0.06% | +34.9% |
| Q1 2022 | $6,323,000 | +344.3% | 130,739 | +362.8% | 0.04% | +330.0% |
| Q4 2021 | $1,423,000 | +69.2% | 28,252 | +54.5% | 0.01% | +42.9% |
| Q3 2021 | $841,000 | -81.6% | 18,290 | -81.6% | 0.01% | -82.5% |
| Q2 2021 | $4,582,000 | +100.0% | 99,160 | +87.6% | 0.04% | +73.9% |
| Q1 2021 | $2,291,000 | +13.1% | 52,856 | +4.8% | 0.02% | 0.0% |
| Q4 2020 | $2,025,000 | +22.8% | 50,422 | +8.3% | 0.02% | -4.2% |
| Q3 2020 | $1,649,000 | -74.4% | 46,563 | -76.0% | 0.02% | -76.0% |
| Q2 2020 | $6,442,000 | -8.7% | 194,201 | -22.6% | 0.10% | -38.3% |
| Q1 2020 | $7,054,000 | -21.2% | 250,947 | +2.8% | 0.16% | -16.5% |
| Q4 2019 | $8,956,000 | +21.2% | 244,101 | +10.8% | 0.19% | -9.3% |
| Q3 2019 | $7,391,000 | +571.9% | 220,350 | +558.5% | 0.21% | +548.5% |
| Q2 2019 | $1,100,000 | – | 33,464 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,480,420 | $61,555,807 | 16.43% |
| Garrett Wealth Advisory Group, LLC | 562,815 | $23,401,883 | 12.02% |
| KLR INVESTMENT ADVISORS, LLC | 75,941 | $3,157,629 | 2.60% |
| DAIDO LIFE INSURANCE CO | 549,372 | $22,843 | 2.15% |
| VISTA INVESTMENT MANAGEMENT | 75,898 | $3,155,839 | 1.80% |
| Insight Advisors, LLC/ PA | 63,434 | $2,629,339 | 0.92% |
| Marietta Wealth Management, LLC | 90,873 | $3,778,501 | 0.86% |
| My Legacy Advisors, LLC | 42,219 | $1,890,145 | 0.81% |
| Essential Planning, LLC. | 23,777 | $907,932 | 0.70% |
| Relative Value Partners Group, LLC | 234,092 | $9,733,566 | 0.69% |