KMG FIDUCIARY PARTNERS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 96 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
KMG FIDUCIARY PARTNERS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,141,875
-1.6%
24,959
+0.4%
0.15%
+0.7%
Q2 2023$1,160,750
+7.9%
24,850
+1.0%
0.15%
-2.6%
Q1 2023$1,075,307
+6.7%
24,595
+1.5%
0.15%
-6.7%
Q4 2022$1,007,557
+9.2%
24,232
+0.8%
0.16%
-7.3%
Q3 2022$923,000
-3.7%
24,048
+2.4%
0.18%
-0.6%
Q2 2022$958,000
-5.3%
23,475
+12.1%
0.18%
+10.5%
Q1 2022$1,012,000
-3.3%
20,932
+0.7%
0.16%0.0%
Q4 2021$1,047,000
+11.6%
20,796
+2.0%
0.16%
+1.2%
Q3 2021$938,000
+3.2%
20,391
+3.7%
0.16%0.0%
Q2 2021$909,000
+13.1%
19,661
+6.0%
0.16%
+1.9%
Q1 2021$804,000
+9.4%
18,541
+0.6%
0.16%
+1.3%
Q4 2020$735,000
+17.6%
18,431
+4.4%
0.16%0.0%
Q3 2020$625,000
+7.2%
17,652
+0.4%
0.16%
-4.3%
Q2 2020$583,000
+18.5%
17,578
+0.5%
0.16%
+1.2%
Q1 2020$492,00017,4930.16%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,500,452$68,645,66217.13%
Team Financial Group, LLC 396,637$18,146,16314.99%
Garrett Wealth Advisory Group, LLC 584,405$26,736,64212.17%
KLR INVESTMENT ADVISORS, LLC 55,675$2,434,1092.21%
VISTA INVESTMENT MANAGEMENT 77,133$3,528,8351.85%
Financial Gravity Asset Management, Inc. 3,042,548$124,217,5731.37%
Insight Advisors, LLC/ PA 80,284$3,672,9930.84%
Marietta Wealth Management, LLC 85,346$3,904,5660.78%
Redwood Financial Network Corp 12,396$567,1200.60%
Relative Value Partners Group, LLC 165,828$7,586,6500.51%
View complete list of WISDOMTREE TR shareholders