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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,327 | -2.1% | 29 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,355 | +6.9% | 29 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,268 | +5.1% | 29 | 0.0% | 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 | $213,000 | – | 5,824 | – | 0.14% | – |
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% |