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
| 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. | 1,500,452 | $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% |