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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $475,846 | -0.6% | 10,401 | +1.5% | 0.25% | +14.4% |
| Q2 2023 | $478,684 | -19.4% | 10,248 | -24.0% | 0.22% | +44.3% |
| Q1 2023 | $593,692 | -14.3% | 13,493 | -19.0% | 0.15% | -55.7% |
| Q4 2022 | $692,848 | +1.3% | 16,663 | -6.5% | 0.34% | -27.4% |
| Q3 2022 | $684,000 | -11.4% | 17,828 | -5.8% | 0.46% | +543.1% |
| Q2 2022 | $772,000 | -6.9% | 18,928 | +10.4% | 0.07% | -71.1% |
| Q1 2022 | $829,000 | -11.2% | 17,143 | -7.6% | 0.25% | +241.1% |
| Q4 2021 | $934,000 | +18.5% | 18,543 | +8.2% | 0.07% | -69.5% |
| Q3 2021 | $788,000 | -12.4% | 17,143 | -12.1% | 0.24% | +154.3% |
| Q2 2021 | $900,000 | – | 19,495 | – | 0.09% | – |
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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% |