PSI Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 94 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
PSI Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$1,650
+2.7%
290.0%0.00%0.0%
Q1 2024$1,607
+10.6%
290.0%0.00%0.0%
Q4 2023$1,453
+9.5%
290.0%0.00%0.0%
Q3 2023$1,327
-2.1%
290.0%0.00%0.0%
Q2 2023$1,355
+6.9%
290.0%0.00%0.0%
Q1 2023$1,268
+5.1%
290.0%0.00%0.0%
Q4 2022$1,206
-89.0%
29
-89.8%
0.00%
-83.3%
Q3 2022$11,000
-64.5%
283
-61.9%
0.01%
-60.0%
Q2 2022$31,000
-89.0%
743
-87.2%
0.02%
-87.1%
Q1 2022$281,000
-4.4%
5,798
-0.9%
0.12%
-3.3%
Q4 2021$294,000
+2.1%
5,850
-6.4%
0.12%
-9.1%
Q3 2021$288,000
+25.2%
6,248
+25.4%
0.13%
+9.1%
Q2 2021$230,000
+6.0%
4,982
-0.8%
0.12%
-5.5%
Q1 2021$217,000
+3.8%
5,024
-3.6%
0.13%
-11.1%
Q4 2020$209,000
-14.7%
5,211
-24.9%
0.14%
-23.0%
Q3 2020$245,000
+6.5%
6,941
-0.1%
0.19%
+1.1%
Q2 2020$230,000
+8.0%
6,947
+19.3%
0.18%
+35.0%
Q4 2019$213,0005,8240.14%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,559,363$72,058,00018.58%
JD Financial Services Inc. 259,630$11,998,00011.13%
BEACON FINANCIAL GROUP 673,464$31,307,0004.43%
DAIDO LIFE INSURANCE CO 549,372$25,386,0001.54%
Financial Gravity Asset Management, Inc. 84,824$3,920,0001.40%
CGN Advisors LLC 75,787$3,502,0001.11%
Marietta Wealth Management, LLC 85,806$3,965,0000.90%
20/20 Capital Management, Inc. 72,349$3,343,0000.87%
Relative Value Partners Group, LLC 217,618$10,056,0000.78%
Truadvice, LLC 67,320$3,178,0000.69%
View complete list of WISDOMTREE TR shareholders