Kestra Advisory Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 81 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$14,910,751
-10.6%
262,144
-12.9%
0.08%
-25.9%
Q1 2024$16,673,439
+4.4%
300,965
-5.6%
0.11%
-13.2%
Q4 2023$15,975,558
+52.7%
318,778
+39.4%
0.13%
+25.2%
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$7,635,000,000215,7290.14%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,682,287$84,716,00019.53%
JD Financial Services Inc. 281,271$14,165,00011.67%
BEACON FINANCIAL GROUP 651,219$33,062,0004.30%
WIN ADVISORS, INC 358,253$18,042,0004.13%
DAIDO LIFE INSURANCE CO 549,372$27,666,0001.53%
CGN Advisors LLC 85,568$4,309,0001.12%
Insight Advisors, LLC/ PA 74,598$3,757,0001.11%
Truadvice, LLC 23,282$1,129,0001.06%
IHT Wealth Management, LLC 285,063$14,356,0001.06%
Marietta Wealth Management, LLC 85,730$4,317,0000.87%
View complete list of WISDOMTREE TR shareholders