Global Retirement Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 96 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$165,272
-59.6%
3,650
-58.3%
0.01%
-60.0%
Q2 2023$408,713
+7.5%
8,7500.0%0.02%0.0%
Q1 2023$380,231
+44.0%
8,750
+37.8%
0.02%
+11.1%
Q4 2022$264,033
-75.0%
6,350
-75.0%
0.02%
-77.5%
Q3 2022$1,057,000
-16.0%
25,350
-17.8%
0.08%
-20.8%
Q2 2022$1,259,000
+636.3%
30,850
+671.2%
0.10%
+676.9%
Q1 2022$171,000
-38.0%
4,000
-33.3%
0.01%
-51.9%
Q3 2021$276,000
-0.4%
6,0000.0%0.03%
-3.6%
Q2 2021$277,000
+6.5%
6,0000.0%0.03%
-6.7%
Q1 2021$260,000
+7.9%
6,0000.0%0.03%0.0%
Q4 2020$241,000
+13.1%
6,0000.0%0.03%
-3.2%
Q3 2020$213,000
-52.5%
6,000
-55.6%
0.03%
-56.3%
Q2 2020$448,000
+9.5%
13,500
-7.2%
0.07%
-7.8%
Q1 2020$409,000
-23.4%
14,5500.0%0.08%
-6.1%
Q4 2019$534,000
+9.4%
14,5500.0%0.08%
+2.5%
Q3 2019$488,000
+2.1%
14,5500.0%0.08%
-13.0%
Q2 2019$478,000
+3.2%
14,5500.0%0.09%
-17.9%
Q1 2019$463,000
+12.9%
14,5500.0%0.11%
+6.7%
Q4 2018$410,000
-13.7%
14,5500.0%0.10%
-1.9%
Q3 2018$475,000
+6.5%
14,5500.0%0.11%
-5.3%
Q2 2018$446,00014,5500.11%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
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