WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 111 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,591,245 | +5.3% | 80,718 | +2.5% | 1.86% | +4.7% |
| Q1 2024 | $4,361,843 | +10.0% | 78,734 | -0.5% | 1.78% | -3.6% |
| Q4 2023 | $3,964,415 | +12.3% | 79,106 | +2.6% | 1.84% | -0.6% |
| 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. | 1,682,287 | $84,716,000 | 19.53% |
| JD Financial Services Inc. | 281,271 | $14,165,000 | 11.67% |
| BEACON FINANCIAL GROUP | 651,219 | $33,062,000 | 4.30% |
| WIN ADVISORS, INC | 358,253 | $18,042,000 | 4.13% |
| DAIDO LIFE INSURANCE CO | 549,372 | $27,666,000 | 1.53% |
| CGN Advisors LLC | 85,568 | $4,309,000 | 1.12% |
| Insight Advisors, LLC/ PA | 74,598 | $3,757,000 | 1.11% |
| Truadvice, LLC | 23,282 | $1,129,000 | 1.06% |
| IHT Wealth Management, LLC | 285,063 | $14,356,000 | 1.06% |
| Marietta Wealth Management, LLC | 85,730 | $4,317,000 | 0.87% |