WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 111 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,436,167 | +3.0% | 25,249 | +0.4% | 0.14% | -2.1% |
| Q1 2024 | $1,393,666 | +10.9% | 25,156 | +0.3% | 0.14% | -1.4% |
| Q4 2023 | $1,256,372 | +10.0% | 25,070 | +0.4% | 0.15% | -3.3% |
| 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. | 1,559,363 | $72,058,000 | 18.58% |
| JD Financial Services Inc. | 259,630 | $11,998,000 | 11.13% |
| BEACON FINANCIAL GROUP | 673,464 | $31,307,000 | 4.43% |
| DAIDO LIFE INSURANCE CO | 549,372 | $25,386,000 | 1.54% |
| Financial Gravity Asset Management, Inc. | 84,824 | $3,920,000 | 1.40% |
| CGN Advisors LLC | 75,787 | $3,502,000 | 1.11% |
| Marietta Wealth Management, LLC | 85,806 | $3,965,000 | 0.90% |
| 20/20 Capital Management, Inc. | 72,349 | $3,343,000 | 0.87% |
| Relative Value Partners Group, LLC | 217,618 | $10,056,000 | 0.78% |
| Truadvice, LLC | 67,320 | $3,178,000 | 0.69% |