Kestra Advisory Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 102 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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 Q4 2022
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,622,884$74,634,00018.70%
JD Financial Services Inc. 271,736$12,497,00011.40%
BEACON FINANCIAL GROUP 654,339$30,512,0004.09%
DAIDO LIFE INSURANCE CO 549,372$25,266,0001.53%
Financial Gravity Asset Management, Inc. 54,157$2,491,0001.17%
CGN Advisors LLC 77,979$3,586,0001.17%
Truadvice, LLC 22,961$1,135,0001.04%
Marietta Wealth Management, LLC 87,374$4,018,0000.88%
Relative Value Partners Group, LLC 217,946$10,023,0000.75%
Insight Advisors, LLC/ PA 47,649$2,345,0000.70%
View complete list of WISDOMTREE TR shareholders