WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 102 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $878,455 | -5.1% | 18,486 | -11.1% | 0.32% | -12.0% |
| Q1 2023 | $925,259 | +6.0% | 20,783 | +2.9% | 0.37% | -20.2% |
| Q4 2022 | $872,538 | +0.1% | 20,207 | -3.6% | 0.46% | -5.9% |
| Q3 2022 | $872,000 | -10.2% | 20,964 | -4.6% | 0.49% | -4.9% |
| Q2 2022 | $971,000 | -1.8% | 21,968 | -0.9% | 0.51% | -6.7% |
| Q1 2022 | $989,000 | -12.4% | 22,159 | -4.8% | 0.55% | -48.0% |
| Q4 2021 | $1,129,000 | -0.5% | 23,282 | +1.4% | 1.06% | +1.8% |
| Q3 2021 | $1,135,000 | -64.3% | 22,961 | -65.9% | 1.04% | +49.9% |
| Q2 2021 | $3,178,000 | +10.8% | 67,320 | +6.9% | 0.69% | -18.3% |
| Q1 2021 | $2,868,000 | +10.0% | 62,956 | -2.7% | 0.85% | +6.8% |
| Q4 2020 | $2,608,000 | +10.0% | 64,687 | -1.5% | 0.80% | -17.9% |
| Q3 2020 | $2,370,000 | – | 65,652 | – | 0.97% | – |
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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% |