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 | $10,464,260 | -1.4% | 228,727 | +0.6% | 0.10% | -2.8% |
| Q2 2023 | $10,617,603 | +13.8% | 227,309 | +6.5% | 0.11% | +5.0% |
| Q1 2023 | $9,331,753 | +3.6% | 213,444 | -1.5% | 0.10% | +26.2% |
| Q4 2022 | $9,009,596 | -99.8% | 216,681 | -14.2% | 0.08% | +53.8% |
| Q3 2022 | $4,853,849,000 | +96130.2% | 252,622 | +104.3% | 0.05% | 0.0% |
| Q2 2022 | $5,044,000 | -13.9% | 123,630 | +2.0% | 0.05% | -14.8% |
| Q1 2022 | $5,861,000 | -33.1% | 121,199 | -30.4% | 0.06% | -31.5% |
| Q4 2021 | $8,763,000 | +59.4% | 174,013 | +45.6% | 0.09% | +61.8% |
| Q3 2021 | $5,497,000 | +3.2% | 119,534 | +3.7% | 0.06% | -8.3% |
| Q2 2021 | $5,328,000 | +96.2% | 115,308 | +84.1% | 0.06% | +76.5% |
| Q1 2021 | $2,716,000 | -29.4% | 62,645 | -35.1% | 0.03% | -24.4% |
| Q4 2020 | $3,845,000 | -99.9% | 96,526 | -55.3% | 0.04% | -68.5% |
| Q3 2020 | $7,635,000,000 | – | 215,729 | – | 0.14% | – |
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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% |