WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 94 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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. | 1,500,452 | $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% |