GPS Wealth Strategies Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 99 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
GPS Wealth Strategies Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$78,210
+2.7%
1,3750.0%0.01%0.0%
Q1 2024$76,175
+10.5%
1,3750.0%0.01%
-7.7%
Q4 2023$68,908
+9.5%
1,3750.0%0.01%
+8.3%
Q3 2023$62,906
-2.1%
1,3750.0%0.01%0.0%
Q2 2023$64,226
+6.8%
1,3750.0%0.01%0.0%
Q1 2023$60,115
+13.4%
1,3750.0%0.01%
-7.7%
Q3 2022$53,000
-5.4%
1,3750.0%0.01%
-7.1%
Q2 2022$56,000
-30.0%
1,375
-16.4%
0.01%
-22.2%
Q1 2022$80,000
-3.6%
1,6440.0%0.02%0.0%
Q4 2021$83,000
+16.9%
1,644
+6.5%
0.02%0.0%
Q3 2021$71,000
+10.9%
1,543
+12.2%
0.02%
+12.5%
Q2 2021$64,000
+8.5%
1,3750.0%0.02%
-5.9%
Q1 2021$59,0001,3750.02%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,682,287$84,716,00019.53%
JD Financial Services Inc. 281,271$14,165,00011.67%
BEACON FINANCIAL GROUP 651,219$33,062,0004.30%
WIN ADVISORS, INC 358,253$18,042,0004.13%
DAIDO LIFE INSURANCE CO 549,372$27,666,0001.53%
CGN Advisors LLC 85,568$4,309,0001.12%
Insight Advisors, LLC/ PA 74,598$3,757,0001.11%
Truadvice, LLC 23,282$1,129,0001.06%
IHT Wealth Management, LLC 285,063$14,356,0001.06%
Marietta Wealth Management, LLC 85,730$4,317,0000.87%
View complete list of WISDOMTREE TR shareholders