Capital Group Private Client Services, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 94 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Capital Group Private Client Services, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$290,436
-2.2%
6,348
-0.2%
0.00%0.0%
Q2 2023$297,036
+6.9%
6,359
+0.1%
0.00%
+33.3%
Q1 2023$277,836
+5.4%
6,355
+0.3%
0.00%0.0%
Q4 2022$263,531
+8.9%
6,338
+0.6%
0.00%0.0%
Q3 2022$242,000
-5.5%
6,303
+0.5%
0.00%0.0%
Q2 2022$256,000
-15.8%
6,273
-0.2%
0.00%0.0%
Q1 2022$304,000
-3.8%
6,287
+0.3%
0.00%0.0%
Q4 2021$316,0006,2660.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,365,495$66,041,00016.29%
BEACON FINANCIAL GROUP 414,281$20,275,0002.70%
VISTA INVESTMENT MANAGEMENT 62,156$3,006,0001.65%
DAIDO LIFE INSURANCE CO 549,372$26,568,0001.59%
CGN Advisors LLC 100,568$4,863,0001.21%
Insight Advisors, LLC/ PA 81,847$3,958,0001.19%
Marietta Wealth Management, LLC 88,692$4,289,0000.90%
Relative Value Partners Group, LLC 240,392$11,625,0000.81%
Redwood Financial Network Corp 13,116$634,0000.59%
Truadvice, LLC 22,159$989,0000.55%
View complete list of WISDOMTREE TR shareholders