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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $492,000 | – | 17,493 | – | 0.16% | – |
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% |