EPG Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EES and the CUSIP is 97717W562. A total of 113 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$30,776
-6.0%
0
-100.0%
0.01%
-12.5%
Q1 2024$32,728
+6.7%
6530.0%0.01%0.0%
Q4 2023$30,678
+8.6%
6530.0%0.01%
-11.1%
Q3 2023$28,255
-3.4%
6530.0%0.01%0.0%
Q2 2023$29,261
+3.7%
6530.0%0.01%0.0%
Q1 2023$28,223
+8.1%
653
+6.5%
0.01%
-10.0%
Q4 2022$26,108
+8.8%
6130.0%0.01%0.0%
Q3 2022$24,000
-17.2%
6130.0%0.01%0.0%
Q1 2022$29,000
-9.4%
6130.0%0.01%
-9.1%
Q4 2021$32,000
+6.7%
6130.0%0.01%
-8.3%
Q3 2021$30,000
-51.6%
613
-78.0%
0.01%
-73.9%
Q1 2020$62,0002,7920.05%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 450,142$13,446,0003.74%
Forefront Analytics, LLC 175,807$5,253,0002.45%
PSI Advisors, LLC 72,466$2,164,0001.65%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 100,353$2,998,0001.55%
Savant Capital, LLC 599,055$17,894,0001.22%
9258 Wealth Management, LLC 96,365$2,959,0001.12%
Linscomb Wealth, Inc. 494,862$14,782,0001.02%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 37,310$1,114,0000.90%
ACG Wealth 180,171$5,382,0000.81%
Tennessee Valley Asset Management Partners 44,382$1,326,0000.78%
View complete list of WISDOMTREE TR shareholders