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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $50,579 | +5.3% | 1,157 | +0.2% | 0.02% | -8.7% |
| Q4 2022 | $48,037 | +2.2% | 1,155 | +0.5% | 0.02% | -8.0% |
| Q3 2022 | $47,000 | -2.1% | 1,149 | +0.5% | 0.02% | -10.7% |
| Q2 2022 | $48,000 | -12.7% | 1,143 | +0.5% | 0.03% | 0.0% |
| Q1 2022 | $55,000 | -46.6% | 1,137 | -44.2% | 0.03% | -44.0% |
| Q4 2021 | $103,000 | +151.2% | 2,037 | +126.3% | 0.05% | +92.3% |
| Q3 2021 | $41,000 | -55.9% | 900 | -55.4% | 0.03% | -58.1% |
| Q2 2021 | $93,000 | +6.9% | 2,020 | +0.4% | 0.06% | -11.4% |
| Q1 2021 | $87,000 | +8.8% | 2,011 | +0.3% | 0.07% | -6.7% |
| Q4 2020 | $80,000 | – | 2,004 | – | 0.08% | – |
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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% |