WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 84 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,300 | -2.1% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $18,684 | +6.8% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $17,488 | -39.9% | 400 | -42.9% | 0.00% | -50.0% |
| Q4 2022 | $29,106 | +11.9% | 700 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $26,000 | -7.1% | 700 | 0.0% | 0.00% | +100.0% |
| Q2 2022 | $28,000 | -15.2% | 700 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $33,000 | -5.7% | 700 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $35,000 | +9.4% | 700 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $32,000 | +77.8% | 700 | +75.0% | 0.00% | 0.0% |
| Q2 2021 | $18,000 | -61.7% | 400 | -61.6% | 0.00% | 0.0% |
| Q1 2021 | $47,000 | +176.5% | 1,041 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $17,000 | +30.8% | 1,041 | +160.2% | 0.00% | 0.0% |
| Q3 2020 | $13,000 | +8.3% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $12,000 | +9.1% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $11,000 | -21.4% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $14,000 | -84.6% | 400 | -69.2% | 0.00% | -92.3% |
| Q2 2016 | $91,000 | – | 1,300 | – | 0.01% | – |
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% |