WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 84 filers reported holding WISDOMTREE TR in Q3 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,622,884 | $74,634,000 | 18.70% |
| JD Financial Services Inc. | 271,736 | $12,497,000 | 11.40% |
| BEACON FINANCIAL GROUP | 654,339 | $30,512,000 | 4.09% |
| DAIDO LIFE INSURANCE CO | 549,372 | $25,266,000 | 1.53% |
| Financial Gravity Asset Management, Inc. | 54,157 | $2,491,000 | 1.17% |
| CGN Advisors LLC | 77,979 | $3,586,000 | 1.17% |
| Truadvice, LLC | 22,961 | $1,135,000 | 1.04% |
| Marietta Wealth Management, LLC | 87,374 | $4,018,000 | 0.88% |
| Relative Value Partners Group, LLC | 217,946 | $10,023,000 | 0.75% |
| Insight Advisors, LLC/ PA | 47,649 | $2,345,000 | 0.70% |