WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 2 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $68,645,662 | -1.7% | 1,500,452 | +0.4% | 17.13% | +2.1% |
| Q2 2023 | $69,818,546 | +8.4% | 1,494,724 | +1.4% | 16.78% | +2.9% |
| Q1 2023 | $64,431,961 | +4.7% | 1,473,740 | -0.5% | 16.32% | -0.7% |
| Q4 2022 | $61,555,807 | +11.8% | 1,480,420 | +3.2% | 16.43% | +2.2% |
| Q3 2022 | $55,059,000 | -2.1% | 1,434,294 | +4.1% | 16.07% | +2.6% |
| Q2 2022 | $56,230,000 | -14.9% | 1,378,203 | +0.9% | 15.66% | -3.9% |
| Q1 2022 | $66,041,000 | -22.0% | 1,365,495 | -18.8% | 16.29% | -16.6% |
| Q4 2021 | $84,716,000 | +13.5% | 1,682,287 | +3.7% | 19.53% | +4.4% |
| Q3 2021 | $74,634,000 | +3.6% | 1,622,884 | +4.1% | 18.70% | +0.6% |
| Q2 2021 | $72,058,000 | +10.1% | 1,559,363 | +3.2% | 18.58% | +2.5% |
| Q1 2021 | $65,475,000 | +19.2% | 1,510,522 | +10.4% | 18.13% | +9.0% |
| Q4 2020 | $54,933,000 | +22.7% | 1,367,861 | +8.2% | 16.63% | +6.0% |
| Q3 2020 | $44,770,000 | +18.8% | 1,264,146 | +11.2% | 15.69% | -6.0% |
| Q2 2020 | $37,701,000 | +9.1% | 1,136,582 | -7.6% | 16.70% | -3.2% |
| Q1 2020 | $34,572,000 | -23.4% | 1,230,520 | +0.1% | 17.24% | -4.2% |
| Q4 2019 | $45,112,000 | – | 1,229,554 | – | 18.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MOLLER WEALTH PARTNERS | 24,888 | $1,714,000 | 0.81% |
| WFG Advisors, LP | 17,042 | $1,174,000 | 0.22% |
| MYCIO WEALTH PARTNERS, LLC | 11,554 | $796,000 | 0.19% |
| CUTLER INVESTMENT COUNSEL LLC | 7,267 | $500,000 | 0.17% |
| BAR HARBOR WEALTH MANAGEMENT | 13,554 | $933,000 | 0.12% |
| Placemark Investments, Inc. | 59,997 | $4,131,000 | 0.08% |
| Cambridge Investment Research Advisors, Inc. | 32,249 | $2,221,000 | 0.06% |
| Carroll Financial Associates, Inc. | 2,000 | $142,000 | 0.04% |
| Concert Wealth Management Inc. | 3,515 | $242,000 | 0.03% |
| NEW ENGLAND SECURITIES CORP /MA/ | 1,047 | $72,000 | 0.02% |