WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 94 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $165,272 | -59.6% | 3,650 | -58.3% | 0.01% | -60.0% |
| Q2 2023 | $408,713 | +7.5% | 8,750 | 0.0% | 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% | 6,000 | 0.0% | 0.03% | -3.6% |
| Q2 2021 | $277,000 | +6.5% | 6,000 | 0.0% | 0.03% | -6.7% |
| Q1 2021 | $260,000 | +7.9% | 6,000 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $241,000 | +13.1% | 6,000 | 0.0% | 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% | 14,550 | 0.0% | 0.08% | -6.1% |
| Q4 2019 | $534,000 | +9.4% | 14,550 | 0.0% | 0.08% | +2.5% |
| Q3 2019 | $488,000 | +2.1% | 14,550 | 0.0% | 0.08% | -13.0% |
| Q2 2019 | $478,000 | +3.2% | 14,550 | 0.0% | 0.09% | -17.9% |
| Q1 2019 | $463,000 | +12.9% | 14,550 | 0.0% | 0.11% | +6.7% |
| Q4 2018 | $410,000 | -13.7% | 14,550 | 0.0% | 0.10% | -1.9% |
| Q3 2018 | $475,000 | +6.5% | 14,550 | 0.0% | 0.11% | -5.3% |
| Q2 2018 | $446,000 | – | 14,550 | – | 0.11% | – |
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% |