LIBERTY WEALTH MANAGEMENT LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 108 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2019$4,0001350.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,622,884$74,634,00018.70%
JD Financial Services Inc. 271,736$12,497,00011.40%
BEACON FINANCIAL GROUP 654,339$30,512,0004.09%
DAIDO LIFE INSURANCE CO 549,372$25,266,0001.53%
Financial Gravity Asset Management, Inc. 54,157$2,491,0001.17%
CGN Advisors LLC 77,979$3,586,0001.17%
Truadvice, LLC 22,961$1,135,0001.04%
Marietta Wealth Management, LLC 87,374$4,018,0000.88%
Relative Value Partners Group, LLC 217,946$10,023,0000.75%
Insight Advisors, LLC/ PA 47,649$2,345,0000.70%
View complete list of WISDOMTREE TR shareholders