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 | $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. | 1,367,861 | $54,933,000 | 16.63% |
| BEACON FINANCIAL GROUP | 878,074 | $36,063,000 | 5.65% |
| Financial Gravity Asset Management, Inc. | 64,598 | $2,586,000 | 2.37% |
| DAIDO LIFE INSURANCE CO | 446,973 | $17,950,000 | 1.28% |
| CGN Advisors LLC | 70,936 | $2,849,000 | 1.14% |
| 20/20 Capital Management, Inc. | 87,192 | $3,559,000 | 1.04% |
| Marietta Wealth Management, LLC | 86,635 | $3,479,000 | 0.96% |
| Truadvice, LLC | 64,687 | $2,608,000 | 0.80% |
| Relative Value Partners Group, LLC | 207,410 | $8,330,000 | 0.79% |
| Patriot Financial Group Insurance Agency, LLC | 48,943 | $1,966,000 | 0.49% |