WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 99 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $316,000 | – | 6,266 | – | 0.00% | – |
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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% |