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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $229,376 | -28.5% | 4,577 | -34.7% | 0.03% | -25.6% |
| Q3 2023 | $320,616 | -12.6% | 7,008 | -10.7% | 0.04% | -18.9% |
| Q2 2023 | $366,720 | +6.1% | 7,851 | -0.7% | 0.05% | -1.9% |
| Q1 2023 | $345,607 | -2.1% | 7,905 | -6.9% | 0.05% | -12.9% |
| Q4 2022 | $352,931 | -35.8% | 8,488 | -40.7% | 0.06% | -55.1% |
| Q3 2022 | $550,000 | -88.4% | 14,320 | -87.7% | 0.14% | -89.7% |
| Q2 2022 | $4,744,000 | -2.4% | 116,280 | +15.6% | 1.34% | +10.3% |
| Q1 2022 | $4,863,000 | +12.9% | 100,568 | +17.5% | 1.21% | +8.0% |
| Q4 2021 | $4,309,000 | +20.2% | 85,568 | +9.7% | 1.12% | -4.3% |
| Q3 2021 | $3,586,000 | +2.4% | 77,979 | +2.9% | 1.17% | +6.0% |
| Q2 2021 | $3,502,000 | +10.1% | 75,787 | +3.3% | 1.11% | -3.4% |
| Q1 2021 | $3,182,000 | +11.7% | 73,394 | +3.5% | 1.14% | +0.4% |
| Q4 2020 | $2,849,000 | – | 70,936 | – | 1.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,365,495 | $66,041,000 | 16.29% |
| BEACON FINANCIAL GROUP | 414,281 | $20,275,000 | 2.70% |
| VISTA INVESTMENT MANAGEMENT | 62,156 | $3,006,000 | 1.65% |
| DAIDO LIFE INSURANCE CO | 549,372 | $26,568,000 | 1.59% |
| CGN Advisors LLC | 100,568 | $4,863,000 | 1.21% |
| Insight Advisors, LLC/ PA | 81,847 | $3,958,000 | 1.19% |
| Marietta Wealth Management, LLC | 88,692 | $4,289,000 | 0.90% |
| Relative Value Partners Group, LLC | 240,392 | $11,625,000 | 0.81% |
| Redwood Financial Network Corp | 13,116 | $634,000 | 0.59% |
| Truadvice, LLC | 22,159 | $989,000 | 0.55% |