WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 71 filers reported holding WISDOMTREE TR in Q4 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. | 1,622,884 | $74,634,000 | 18.70% |
| JD Financial Services Inc. | 271,736 | $12,497,000 | 11.40% |
| BEACON FINANCIAL GROUP | 654,339 | $30,512,000 | 4.09% |
| DAIDO LIFE INSURANCE CO | 549,372 | $25,266,000 | 1.53% |
| Financial Gravity Asset Management, Inc. | 54,157 | $2,491,000 | 1.17% |
| CGN Advisors LLC | 77,979 | $3,586,000 | 1.17% |
| Truadvice, LLC | 22,961 | $1,135,000 | 1.04% |
| Marietta Wealth Management, LLC | 87,374 | $4,018,000 | 0.88% |
| Relative Value Partners Group, LLC | 217,946 | $10,023,000 | 0.75% |
| Insight Advisors, LLC/ PA | 47,649 | $2,345,000 | 0.70% |