Geneos Wealth Management Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 102 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$18,300
-2.1%
4000.0%0.00%0.0%
Q2 2023$18,684
+6.8%
4000.0%0.00%0.0%
Q1 2023$17,488
-39.9%
400
-42.9%
0.00%
-50.0%
Q4 2022$29,106
+11.9%
7000.0%0.00%0.0%
Q3 2022$26,000
-7.1%
7000.0%0.00%
+100.0%
Q2 2022$28,000
-15.2%
7000.0%0.00%0.0%
Q1 2022$33,000
-5.7%
7000.0%0.00%0.0%
Q4 2021$35,000
+9.4%
7000.0%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%
1,0410.0%0.00%0.0%
Q4 2020$17,000
+30.8%
1,041
+160.2%
0.00%0.0%
Q3 2020$13,000
+8.3%
4000.0%0.00%0.0%
Q2 2020$12,000
+9.1%
4000.0%0.00%0.0%
Q1 2020$11,000
-21.4%
4000.0%0.00%0.0%
Q4 2019$14,000
-84.6%
400
-69.2%
0.00%
-92.3%
Q2 2016$91,0001,3000.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
MOLLER WEALTH PARTNERS 24,888$1,714,0000.81%
WFG Advisors, LP 17,042$1,174,0000.22%
MYCIO WEALTH PARTNERS, LLC 11,554$796,0000.19%
CUTLER INVESTMENT COUNSEL LLC 7,267$500,0000.17%
BAR HARBOR WEALTH MANAGEMENT 13,554$933,0000.12%
Placemark Investments, Inc. 59,997$4,131,0000.08%
Cambridge Investment Research Advisors, Inc. 32,249$2,221,0000.06%
Carroll Financial Associates, Inc. 2,000$142,0000.04%
Concert Wealth Management Inc. 3,515$242,0000.03%
NEW ENGLAND SECURITIES CORP /MA/ 1,047$72,0000.02%
View complete list of WISDOMTREE TR shareholders