WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 101 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62,906 | -2.1% | 1,375 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $64,226 | +6.8% | 1,375 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $60,115 | +13.4% | 1,375 | 0.0% | 0.01% | -7.7% |
| Q3 2022 | $53,000 | -5.4% | 1,375 | 0.0% | 0.01% | -7.1% |
| Q2 2022 | $56,000 | -30.0% | 1,375 | -16.4% | 0.01% | -22.2% |
| Q1 2022 | $80,000 | -3.6% | 1,644 | 0.0% | 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% | 1,375 | 0.0% | 0.02% | -5.9% |
| Q1 2021 | $59,000 | – | 1,375 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,480,420 | $61,555,807 | 16.43% |
| Garrett Wealth Advisory Group, LLC | 562,815 | $23,401,883 | 12.02% |
| KLR INVESTMENT ADVISORS, LLC | 75,941 | $3,157,629 | 2.60% |
| DAIDO LIFE INSURANCE CO | 549,372 | $22,843 | 2.15% |
| VISTA INVESTMENT MANAGEMENT | 75,898 | $3,155,839 | 1.80% |
| Insight Advisors, LLC/ PA | 63,434 | $2,629,339 | 0.92% |
| Marietta Wealth Management, LLC | 90,873 | $3,778,501 | 0.86% |
| My Legacy Advisors, LLC | 42,219 | $1,890,145 | 0.81% |
| Essential Planning, LLC. | 23,777 | $907,932 | 0.70% |
| Relative Value Partners Group, LLC | 234,092 | $9,733,566 | 0.69% |