WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 99 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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. | 1,500,452 | $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% |