Financial Gravity Asset Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 71 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Financial Gravity Asset Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$124,217,573
+2081293.6%
3,042,548
+2281.2%
1.37%
+8456.2%
Q2 2023$5,968
+16.9%
127,774
+9.2%
0.02%
-89.8%
Q1 2023$5,107
+172.8%
117,058
+159.9%
0.16%
+1470.0%
Q4 2022$1,872
-99.9%
45,032
-0.0%
0.01%
-82.8%
Q3 2022$1,729,000
-55.0%
45,049
-52.2%
0.06%
-51.3%
Q2 2022$3,843,000
+71.0%
94,244
+102.4%
0.12%
+88.9%
Q1 2022$2,248,000
-11.7%
46,556
-14.2%
0.06%
+10.5%
Q4 2021$2,545,000
+2.2%
54,247
+0.2%
0.06%
-95.1%
Q3 2021$2,491,000
-36.5%
54,157
-36.2%
1.17%
-16.5%
Q2 2021$3,920,000
+9.3%
84,824
+2.5%
1.40%
+1823.3%
Q1 2021$3,587,000
+38.7%
82,733
+28.1%
0.07%
-96.9%
Q4 2020$2,586,000
+311.1%
64,598
+188.6%
2.37%
+118300.0%
Q1 2020$629,000
+2069.0%
22,387
+2755.5%
0.00%
-90.0%
Q4 2019$29,000
+11.5%
7840.0%0.02%
-9.1%
Q3 2019$26,0007840.02%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,365,495$66,041,00016.29%
BEACON FINANCIAL GROUP 414,281$20,275,0002.70%
VISTA INVESTMENT MANAGEMENT 62,156$3,006,0001.65%
DAIDO LIFE INSURANCE CO 549,372$26,568,0001.59%
CGN Advisors LLC 100,568$4,863,0001.21%
Insight Advisors, LLC/ PA 81,847$3,958,0001.19%
Marietta Wealth Management, LLC 88,692$4,289,0000.90%
Relative Value Partners Group, LLC 240,392$11,625,0000.81%
Redwood Financial Network Corp 13,116$634,0000.59%
Truadvice, LLC 22,159$989,0000.55%
View complete list of WISDOMTREE TR shareholders