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
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. | 1,480,420 | $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% |