Marietta Wealth Management, LLC - WISDOMTREE TR ownership

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
Marietta Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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$899,00011,6310.72%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
MOLLER WEALTH PARTNERS 24,888$1,714,0000.81%
WFG Advisors, LP 17,042$1,174,0000.22%
MYCIO WEALTH PARTNERS, LLC 11,554$796,0000.19%
CUTLER INVESTMENT COUNSEL LLC 7,267$500,0000.17%
BAR HARBOR WEALTH MANAGEMENT 13,554$933,0000.12%
Placemark Investments, Inc. 59,997$4,131,0000.08%
Cambridge Investment Research Advisors, Inc. 32,249$2,221,0000.06%
Carroll Financial Associates, Inc. 2,000$142,0000.04%
Concert Wealth Management Inc. 3,515$242,0000.03%
NEW ENGLAND SECURITIES CORP /MA/ 1,047$72,0000.02%
View complete list of WISDOMTREE TR shareholders