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 | $1,881,082 | +20.1% | 41,117 | +22.6% | 0.34% | +22.4% |
| Q2 2023 | $1,566,521 | -10.5% | 33,537 | -16.2% | 0.28% | -15.0% |
| Q1 2023 | $1,749,517 | -3.0% | 40,016 | -7.8% | 0.33% | -18.1% |
| Q4 2022 | $1,803,755 | -7.3% | 43,380 | -14.4% | 0.40% | -15.5% |
| Q3 2022 | $1,945,000 | -8.6% | 50,670 | -2.8% | 0.47% | -5.4% |
| Q2 2022 | $2,127,000 | -19.2% | 52,129 | -4.3% | 0.50% | -2.5% |
| Q1 2022 | $2,633,000 | +5.4% | 54,443 | +9.7% | 0.51% | +20.5% |
| Q4 2021 | $2,499,000 | +23.3% | 49,627 | +12.6% | 0.42% | +14.9% |
| Q3 2021 | $2,027,000 | +90.3% | 44,073 | +91.3% | 0.37% | +90.2% |
| Q2 2021 | $1,065,000 | – | 23,041 | – | 0.19% | – |
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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% |