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. | 1,494,724 | $69,818,546 | 16.78% |
| Garrett Wealth Advisory Group, LLC | 575,161 | $26,865,792 | 11.92% |
| DAIDO LIFE INSURANCE CO | 549,372 | $25,661 | 2.84% |
| KLR INVESTMENT ADVISORS, LLC | 57,013 | $2,663,056 | 2.19% |
| VISTA INVESTMENT MANAGEMENT | 77,085 | $3,600,640 | 1.82% |
| Insight Advisors, LLC/ PA | 80,392 | $3,755,110 | 0.84% |
| Marietta Wealth Management, LLC | 85,432 | $3,990,521 | 0.75% |
| IFS Advisors, LLC | 5,063 | $236,492 | 0.58% |
| Redwood Financial Network Corp | 12,912 | $603,138 | 0.57% |
| Relative Value Partners Group, LLC | 179,197 | $8,370,294 | 0.54% |