WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 99 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,904,566 | -2.2% | 85,346 | -0.1% | 0.78% | +3.2% |
| Q2 2023 | $3,990,521 | +4.5% | 85,432 | -2.2% | 0.75% | -7.3% |
| Q1 2023 | $3,820,463 | +1.1% | 87,385 | -3.8% | 0.81% | -5.1% |
| Q4 2022 | $3,778,501 | +5.7% | 90,873 | -2.4% | 0.86% | -4.1% |
| Q3 2022 | $3,574,000 | -4.8% | 93,108 | +1.2% | 0.89% | -1.8% |
| Q2 2022 | $3,754,000 | -12.5% | 92,004 | +3.7% | 0.91% | +1.2% |
| Q1 2022 | $4,289,000 | -0.6% | 88,692 | +3.5% | 0.90% | +3.5% |
| Q4 2021 | $4,317,000 | +7.4% | 85,730 | -1.9% | 0.87% | -1.3% |
| Q3 2021 | $4,018,000 | +1.3% | 87,374 | +1.8% | 0.88% | -1.9% |
| Q2 2021 | $3,965,000 | +4.8% | 85,806 | -1.7% | 0.90% | -5.1% |
| Q1 2021 | $3,785,000 | +8.8% | 87,308 | +0.8% | 0.94% | -1.5% |
| Q4 2020 | $3,479,000 | +16.4% | 86,635 | +2.6% | 0.96% | +2.7% |
| Q3 2020 | $2,990,000 | +2.9% | 84,410 | -3.6% | 0.93% | -6.1% |
| Q2 2020 | $2,906,000 | +10.6% | 87,597 | -6.3% | 0.99% | -3.0% |
| Q1 2020 | $2,628,000 | -27.7% | 93,482 | -5.6% | 1.02% | -14.5% |
| Q4 2019 | $3,633,000 | +6.8% | 99,030 | -2.3% | 1.20% | -3.4% |
| Q3 2019 | $3,401,000 | +11.3% | 101,394 | +9.1% | 1.24% | +4.2% |
| Q2 2019 | $3,056,000 | +0.2% | 92,951 | -3.1% | 1.19% | -5.0% |
| Q1 2019 | $3,050,000 | +9.2% | 95,949 | -3.2% | 1.25% | -6.2% |
| Q4 2018 | $2,794,000 | -11.9% | 99,074 | +2.1% | 1.34% | -4.6% |
| Q3 2018 | $3,170,000 | +11.3% | 97,060 | +4.6% | 1.40% | +0.8% |
| Q2 2018 | $2,847,000 | +20.2% | 92,781 | +18.9% | 1.39% | +11.8% |
| Q1 2018 | $2,369,000 | +0.9% | 78,005 | +3.2% | 1.24% | -2.3% |
| Q4 2017 | $2,349,000 | +13.6% | 75,590 | +218.1% | 1.27% | +9.9% |
| Q3 2017 | $2,068,000 | +16.8% | 23,762 | +11.9% | 1.16% | +7.6% |
| Q2 2017 | $1,770,000 | +21.7% | 21,239 | +19.0% | 1.08% | +11.4% |
| Q1 2017 | $1,454,000 | +61.7% | 17,842 | +53.4% | 0.96% | +34.0% |
| Q4 2016 | $899,000 | – | 11,631 | – | 0.72% | – |
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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% |