WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 110 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,897 | -82.9% | 174 | -83.3% | 0.00% | – |
| Q1 2024 | $57,893 | +10.5% | 1,045 | 0.0% | 0.00% | – |
| Q4 2023 | $52,370 | -43.8% | 1,045 | -48.7% | 0.00% | – |
| Q3 2023 | $93,148 | +2721.0% | 2,036 | +2984.8% | 0.00% | – |
| Q2 2023 | $3,302 | -87.7% | 66 | -89.3% | 0.00% | – |
| Q1 2023 | $26,932 | -44.3% | 616 | -47.0% | 0.00% | – |
| Q4 2022 | $48,316 | +72.6% | 1,162 | +61.4% | 0.00% | – |
| Q3 2022 | $28,000 | +55.6% | 720 | +60.4% | 0.00% | – |
| Q2 2022 | $18,000 | -5.3% | 449 | +16.9% | 0.00% | – |
| Q1 2022 | $19,000 | -71.2% | 384 | -70.8% | 0.00% | -100.0% |
| Q4 2021 | $66,000 | +312.5% | 1,315 | +273.6% | 0.00% | – |
| Q3 2021 | $16,000 | +14.3% | 352 | +15.0% | 0.00% | – |
| Q2 2021 | $14,000 | – | 306 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,434,294 | $55,059,000 | 16.07% |
| Garrett Wealth Advisory Group, LLC | 546,297 | $20,972,000 | 11.71% |
| DAIDO LIFE INSURANCE CO | 549,372 | $21,090,000 | 1.95% |
| VISTA INVESTMENT MANAGEMENT | 73,353 | $2,816,000 | 1.74% |
| Insight Advisors, LLC/ PA | 89,048 | $3,419,000 | 1.34% |
| My Legacy Advisors, LLC | 46,006 | $1,783,000 | 0.90% |
| Marietta Wealth Management, LLC | 93,108 | $3,574,000 | 0.89% |
| Relative Value Partners Group, LLC | 235,934 | $9,058,000 | 0.74% |
| Redwood Financial Network Corp | 13,121 | $504,000 | 0.58% |
| Truadvice, LLC | 20,964 | $872,000 | 0.49% |