WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 108 filers reported holding WISDOMTREE TR in Q3 2023. 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. | 1,480,420 | $61,555,807 | 16.43% |
| Garrett Wealth Advisory Group, LLC | 562,815 | $23,401,883 | 12.02% |
| KLR INVESTMENT ADVISORS, LLC | 75,941 | $3,157,629 | 2.60% |
| DAIDO LIFE INSURANCE CO | 549,372 | $22,843 | 2.15% |
| VISTA INVESTMENT MANAGEMENT | 75,898 | $3,155,839 | 1.80% |
| Insight Advisors, LLC/ PA | 63,434 | $2,629,339 | 0.92% |
| Marietta Wealth Management, LLC | 90,873 | $3,778,501 | 0.86% |
| My Legacy Advisors, LLC | 42,219 | $1,890,145 | 0.81% |
| Essential Planning, LLC. | 23,777 | $907,932 | 0.70% |
| Relative Value Partners Group, LLC | 234,092 | $9,733,566 | 0.69% |