WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 73 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $235,675 | +10.1% | 5,391 | +4.7% | 0.03% | 0.0% |
| Q4 2022 | $214,132 | -7.3% | 5,150 | -9.1% | 0.03% | -17.6% |
| Q2 2022 | $231,000 | -28.9% | 5,666 | -15.6% | 0.03% | -20.9% |
| Q1 2022 | $325,000 | -23.5% | 6,715 | -20.4% | 0.04% | -23.2% |
| Q4 2021 | $425,000 | -26.1% | 8,433 | -32.6% | 0.06% | -32.5% |
| Q3 2021 | $575,000 | -11.3% | 12,508 | -10.8% | 0.08% | +5.1% |
| Q2 2021 | $648,000 | -4.4% | 14,027 | -10.3% | 0.08% | -29.5% |
| Q1 2021 | $678,000 | +63.0% | 15,645 | +50.9% | 0.11% | +28.7% |
| Q4 2020 | $416,000 | -97.8% | 10,365 | +1444.7% | 0.09% | +625.0% |
| Q1 2020 | $18,859,000 | -59.4% | 671 | -45.4% | 0.01% | -57.1% |
| Q4 2019 | $46,466,000 | – | 1,228 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,480,420 | $61,555,807 | 16.43% |
| Garrett Wealth Advisory Group, LLC | 562,815 | $23,401,883 | 12.02% |
| KLR INVESTMENT ADVISORS, LLC | 75,941 | $3,157,629 | 2.60% |
| DAIDO LIFE INSURANCE CO | 549,372 | $22,843 | 2.15% |
| VISTA INVESTMENT MANAGEMENT | 75,898 | $3,155,839 | 1.80% |
| Insight Advisors, LLC/ PA | 63,434 | $2,629,339 | 0.92% |
| Marietta Wealth Management, LLC | 90,873 | $3,778,501 | 0.86% |
| My Legacy Advisors, LLC | 42,219 | $1,890,145 | 0.81% |
| Essential Planning, LLC. | 23,777 | $907,932 | 0.70% |
| Relative Value Partners Group, LLC | 234,092 | $9,733,566 | 0.69% |