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. | 1,367,861 | $54,933,000 | 16.63% |
| BEACON FINANCIAL GROUP | 878,074 | $36,063,000 | 5.65% |
| Financial Gravity Asset Management, Inc. | 64,598 | $2,586,000 | 2.37% |
| DAIDO LIFE INSURANCE CO | 446,973 | $17,950,000 | 1.28% |
| CGN Advisors LLC | 70,936 | $2,849,000 | 1.14% |
| 20/20 Capital Management, Inc. | 87,192 | $3,559,000 | 1.04% |
| Marietta Wealth Management, LLC | 86,635 | $3,479,000 | 0.96% |
| Truadvice, LLC | 64,687 | $2,608,000 | 0.80% |
| Relative Value Partners Group, LLC | 207,410 | $8,330,000 | 0.79% |
| Patriot Financial Group Insurance Agency, LLC | 48,943 | $1,966,000 | 0.49% |