WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 71 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $383,568 | -2.1% | 8,384 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $391,617 | +6.8% | 8,384 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $366,549 | +5.1% | 8,384 | 0.0% | 0.04% | -4.3% |
| Q4 2022 | $348,607 | +8.3% | 8,384 | 0.0% | 0.05% | -2.1% |
| Q3 2022 | $322,000 | -5.8% | 8,384 | 0.0% | 0.05% | -6.0% |
| Q2 2022 | $342,000 | -32.7% | 8,384 | -20.2% | 0.05% | -23.1% |
| Q1 2022 | $508,000 | -4.0% | 10,501 | 0.0% | 0.06% | -7.1% |
| Q4 2021 | $529,000 | +9.5% | 10,501 | 0.0% | 0.07% | -19.5% |
| Q3 2021 | $483,000 | -0.4% | 10,501 | 0.0% | 0.09% | -1.1% |
| Q2 2021 | $485,000 | +6.6% | 10,501 | 0.0% | 0.09% | -11.1% |
| Q1 2021 | $455,000 | +7.8% | 10,501 | 0.0% | 0.10% | +33.8% |
| Q4 2020 | $422,000 | – | 10,501 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,365,495 | $66,041,000 | 16.29% |
| BEACON FINANCIAL GROUP | 414,281 | $20,275,000 | 2.70% |
| VISTA INVESTMENT MANAGEMENT | 62,156 | $3,006,000 | 1.65% |
| DAIDO LIFE INSURANCE CO | 549,372 | $26,568,000 | 1.59% |
| CGN Advisors LLC | 100,568 | $4,863,000 | 1.21% |
| Insight Advisors, LLC/ PA | 81,847 | $3,958,000 | 1.19% |
| Marietta Wealth Management, LLC | 88,692 | $4,289,000 | 0.90% |
| Relative Value Partners Group, LLC | 240,392 | $11,625,000 | 0.81% |
| Redwood Financial Network Corp | 13,116 | $634,000 | 0.59% |
| Truadvice, LLC | 22,159 | $989,000 | 0.55% |