Accel Wealth Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 96 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Accel Wealth Management ownership history of WISDOMTREE TR
ValueSharesWeighting
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$80,0002,0040.08%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,365,495$66,041,00016.29%
BEACON FINANCIAL GROUP 414,281$20,275,0002.70%
VISTA INVESTMENT MANAGEMENT 62,156$3,006,0001.65%
DAIDO LIFE INSURANCE CO 549,372$26,568,0001.59%
CGN Advisors LLC 100,568$4,863,0001.21%
Insight Advisors, LLC/ PA 81,847$3,958,0001.19%
Marietta Wealth Management, LLC 88,692$4,289,0000.90%
Relative Value Partners Group, LLC 240,392$11,625,0000.81%
Redwood Financial Network Corp 13,116$634,0000.59%
Truadvice, LLC 22,159$989,0000.55%
View complete list of WISDOMTREE TR shareholders