IEQ CAPITAL, LLC - WISDOMTREE TR ownership

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
IEQ CAPITAL, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$12,130,796
-2.1%
265,1540.0%0.25%
-1.2%
Q2 2023$12,385,343
+6.8%
265,1540.0%0.25%
-7.1%
Q1 2023$11,592,533265,1540.27%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
MOLLER WEALTH PARTNERS 24,888$1,714,0000.81%
WFG Advisors, LP 17,042$1,174,0000.22%
MYCIO WEALTH PARTNERS, LLC 11,554$796,0000.19%
CUTLER INVESTMENT COUNSEL LLC 7,267$500,0000.17%
BAR HARBOR WEALTH MANAGEMENT 13,554$933,0000.12%
Placemark Investments, Inc. 59,997$4,131,0000.08%
Cambridge Investment Research Advisors, Inc. 32,249$2,221,0000.06%
Carroll Financial Associates, Inc. 2,000$142,0000.04%
Concert Wealth Management Inc. 3,515$242,0000.03%
NEW ENGLAND SECURITIES CORP /MA/ 1,047$72,0000.02%
View complete list of WISDOMTREE TR shareholders