WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 108 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,528,835 | -2.0% | 77,133 | +0.1% | 1.85% | +1.6% |
| Q2 2023 | $3,600,640 | +7.4% | 77,085 | +0.5% | 1.82% | +2.9% |
| Q1 2023 | $3,353,149 | +6.3% | 76,696 | +1.1% | 1.77% | -1.7% |
| Q4 2022 | $3,155,839 | +12.1% | 75,898 | +3.5% | 1.80% | +3.9% |
| Q3 2022 | $2,816,000 | -0.7% | 73,353 | +5.6% | 1.74% | +1.3% |
| Q2 2022 | $2,835,000 | -5.7% | 69,484 | +11.8% | 1.71% | +4.0% |
| Q1 2022 | $3,006,000 | – | 62,156 | – | 1.65% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,365,495 | $66,041,000 | 16.29% |
| BEACON FINANCIAL GROUP | 414,281 | $20,275,000 | 2.70% |
| VISTA INVESTMENT MANAGEMENT | 62,156 | $3,006,000 | 1.65% |
| DAIDO LIFE INSURANCE CO | 549,372 | $26,568,000 | 1.59% |
| CGN Advisors LLC | 100,568 | $4,863,000 | 1.21% |
| Insight Advisors, LLC/ PA | 81,847 | $3,958,000 | 1.19% |
| Marietta Wealth Management, LLC | 88,692 | $4,289,000 | 0.90% |
| Relative Value Partners Group, LLC | 240,392 | $11,625,000 | 0.81% |
| Redwood Financial Network Corp | 13,116 | $634,000 | 0.59% |
| Truadvice, LLC | 22,159 | $989,000 | 0.55% |