WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 101 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $253,732 | +9.5% | 5,063 | 0.0% | 0.30% | -30.3% |
| Q3 2023 | $231,632 | -2.1% | 5,063 | 0.0% | 0.43% | -26.0% |
| Q2 2023 | $236,492 | +6.8% | 5,063 | 0.0% | 0.58% | -35.4% |
| Q1 2023 | $221,354 | +5.1% | 5,063 | 0.0% | 0.90% | +148.4% |
| Q4 2022 | $210,519 | +8.5% | 5,063 | 0.0% | 0.36% | +2.2% |
| Q3 2022 | $194,000 | -5.8% | 5,063 | 0.0% | 0.36% | -35.0% |
| Q2 2022 | $206,000 | -15.6% | 5,063 | 0.0% | 0.55% | +140.4% |
| Q1 2022 | $244,000 | 0.0% | 5,063 | +4.1% | 0.23% | +33.3% |
| Q4 2021 | $244,000 | +9.4% | 4,863 | 0.0% | 0.17% | +19.6% |
| Q3 2021 | $223,000 | -0.4% | 4,863 | 0.0% | 0.14% | -4.7% |
| Q2 2021 | $224,000 | +6.7% | 4,863 | 0.0% | 0.15% | -8.5% |
| Q1 2021 | $210,000 | +7.7% | 4,863 | 0.0% | 0.16% | +10.1% |
| Q4 2020 | $195,000 | – | 4,863 | – | 0.15% | – |
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% |