WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 2 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,672,993 | -2.2% | 80,284 | -0.1% | 0.84% | 0.0% |
| Q2 2023 | $3,755,110 | +23.9% | 80,392 | +15.9% | 0.84% | +17.8% |
| Q1 2023 | $3,031,895 | +15.3% | 69,348 | +9.3% | 0.71% | -22.6% |
| Q4 2022 | $2,629,339 | -23.1% | 63,434 | -28.8% | 0.92% | -31.5% |
| Q3 2022 | $3,419,000 | -11.2% | 89,048 | +2.1% | 1.34% | +2.8% |
| Q2 2022 | $3,851,000 | -2.7% | 87,174 | +6.5% | 1.31% | +10.1% |
| Q1 2022 | $3,958,000 | +5.4% | 81,847 | +9.7% | 1.19% | +7.0% |
| Q4 2021 | $3,757,000 | +60.2% | 74,598 | +56.6% | 1.11% | +58.3% |
| Q3 2021 | $2,345,000 | +103.7% | 47,649 | +95.1% | 0.70% | +93.9% |
| Q2 2021 | $1,151,000 | +112.8% | 24,418 | +104.3% | 0.36% | +111.1% |
| Q1 2021 | $541,000 | – | 11,952 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,500,452 | $68,645,662 | 17.13% |
| Team Financial Group, LLC | 396,637 | $18,146,163 | 14.99% |
| Garrett Wealth Advisory Group, LLC | 584,405 | $26,736,642 | 12.17% |
| KLR INVESTMENT ADVISORS, LLC | 55,675 | $2,434,109 | 2.21% |
| VISTA INVESTMENT MANAGEMENT | 77,133 | $3,528,835 | 1.85% |
| Financial Gravity Asset Management, Inc. | 3,042,548 | $124,217,573 | 1.37% |
| Insight Advisors, LLC/ PA | 80,284 | $3,672,993 | 0.84% |
| Marietta Wealth Management, LLC | 85,346 | $3,904,566 | 0.78% |
| Redwood Financial Network Corp | 12,396 | $567,120 | 0.60% |
| Relative Value Partners Group, LLC | 165,828 | $7,586,650 | 0.51% |