Kestra Advisory Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 132 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$843,421
+10.6%
22,944
+4.7%
0.01%0.0%
Q2 2023$762,642
+6.2%
21,915
-3.7%
0.01%0.0%
Q1 2023$717,871
+0.2%
22,761
+3.6%
0.01%
+33.3%
Q4 2022$716,296
-99.9%
21,979
-47.9%
0.01%
-14.3%
Q3 2022$644,644,000
+130925.2%
42,202
+154.4%
0.01%
+40.0%
Q2 2022$492,000
-5.6%
16,592
+14.8%
0.01%0.0%
Q1 2022$521,000
+5.9%
14,455
+7.1%
0.01%0.0%
Q4 2021$492,000
+4.5%
13,495
+7.1%
0.01%0.0%
Q3 2021$471,000
+16.9%
12,595
+5.8%
0.01%0.0%
Q2 2021$403,000
-1.9%
11,900
-8.8%
0.01%0.0%
Q1 2021$411,000
+11.4%
13,044
+2.6%
0.01%
+25.0%
Q4 2020$369,000
-99.9%
12,709
+1.9%
0.00%
-20.0%
Q3 2020$294,000,00012,4680.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
New Vernon Capital Holdings II LLC 211,153$7,761,9846.73%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 122,499$4,536,0153.93%
Black Swift Group, LLC 267,524$9,834,1823.21%
Whitaker-Myers Wealth Managers, LTD. 138,189$5,079,8283.15%
Meditor Group Ltd 60,700$2,231,3322.89%
Carmel Capital Management L.L.C. 91,655$3,369,2381.91%
Randolph Co Inc 214,785$7,895,4971.27%
Ferguson Shapiro LLC 61,098$2,245,9621.24%
Redhawk Wealth Advisors, Inc. 95,100$3,495,8931.16%
Money Design Co.,Ltd. 473,471$17,4051.06%
View complete list of WISDOMTREE TR shareholders