RMR Wealth Builders - WISDOMTREE TR ownership

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
RMR Wealth Builders ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$205,487
+2.2%
4,942
+0.3%
0.05%
-6.0%
Q2 2022$201,000
-27.2%
4,929
-13.5%
0.05%
-15.3%
Q1 2022$276,000
+24.9%
5,698
+29.9%
0.06%
-6.3%
Q4 2021$221,000
+71.3%
4,387
+47.5%
0.06%
+85.3%
Q1 2021$129,0002,9740.03%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,500,452$68,645,66217.13%
Team Financial Group, LLC 396,637$18,146,16314.99%
Garrett Wealth Advisory Group, LLC 584,405$26,736,64212.17%
KLR INVESTMENT ADVISORS, LLC 55,675$2,434,1092.21%
VISTA INVESTMENT MANAGEMENT 77,133$3,528,8351.85%
Financial Gravity Asset Management, Inc. 3,042,548$124,217,5731.37%
Insight Advisors, LLC/ PA 80,284$3,672,9930.84%
Marietta Wealth Management, LLC 85,346$3,904,5660.78%
Redwood Financial Network Corp 12,396$567,1200.60%
Relative Value Partners Group, LLC 165,828$7,586,6500.51%
View complete list of WISDOMTREE TR shareholders