WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 59 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $608,429 | -7.6% | 13,299 | -5.7% | 0.01% | -10.0% |
| Q2 2023 | $658,564 | +6.8% | 14,099 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $616,408 | +5.1% | 14,099 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $586,236 | +8.0% | 14,099 | -0.4% | 0.01% | 0.0% |
| Q3 2022 | $543,000 | -8.3% | 14,149 | -2.4% | 0.01% | -9.1% |
| Q2 2022 | $592,000 | -16.9% | 14,502 | -1.5% | 0.01% | 0.0% |
| Q1 2022 | $712,000 | -6.6% | 14,717 | -2.7% | 0.01% | -8.3% |
| Q4 2021 | $762,000 | +8.4% | 15,131 | -1.0% | 0.01% | 0.0% |
| Q3 2021 | $703,000 | -0.6% | 15,289 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $707,000 | -99.9% | 15,289 | -50.8% | 0.01% | 0.0% |
| Q1 2021 | $1,347,254,000 | +215806.1% | 31,078 | +100.0% | 0.01% | -14.3% |
| Q4 2020 | $624,000 | +13.5% | 15,539 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $550,000 | +17.0% | 15,539 | +9.6% | 0.01% | +7.7% |
| Q2 2020 | $470,000 | +124.9% | 14,174 | +90.3% | 0.01% | +62.5% |
| Q1 2020 | $209,000 | -23.4% | 7,450 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $273,000 | +31.9% | 7,450 | +20.2% | 0.01% | +14.3% |
| Q3 2019 | $207,000 | – | 6,200 | – | 0.01% | – |
Download | ||||||
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% |