WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 103 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | 784 | 0.0% | 0.02% | -9.1% |
Q3 2019 | $26,000 | – | 784 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Private Wealth Strategies, L.L.C. | 1,500,452 | $68,645,662 | 17.13% |
Team Financial Group, LLC | 396,637 | $18,146,163 | 14.99% |
Garrett Wealth Advisory Group, LLC | 584,405 | $26,736,642 | 12.17% |
KLR INVESTMENT ADVISORS, LLC | 55,675 | $2,434,109 | 2.21% |
VISTA INVESTMENT MANAGEMENT | 77,133 | $3,528,835 | 1.85% |
Financial Gravity Asset Management, Inc. | 3,042,548 | $124,217,573 | 1.37% |
Insight Advisors, LLC/ PA | 80,284 | $3,672,993 | 0.84% |
Marietta Wealth Management, LLC | 85,346 | $3,904,566 | 0.78% |
Redwood Financial Network Corp | 12,396 | $567,120 | 0.60% |
Relative Value Partners Group, LLC | 165,828 | $7,586,650 | 0.51% |