WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 106 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $361,489 | +3.2% | 6,355 | +0.5% | 0.00% | 0.0% |
| Q1 2024 | $350,301 | +10.3% | 6,323 | -0.2% | 0.00% | +33.3% |
| Q4 2023 | $317,482 | +9.3% | 6,335 | -0.2% | 0.00% | -25.0% |
| 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 ↓ |
|---|---|---|---|
| Marietta Wealth Management, LLC | 21,239 | $1,770,000 | 1.08% |
| WFG Advisors, LP | 13,623 | $1,135,000 | 0.26% |
| GM Advisory Group, LLC | 5,574 | $464,000 | 0.15% |
| Chicago Partners Investment Group LLC | 5,350 | $431,000 | 0.11% |
| BAR HARBOR WEALTH MANAGEMENT | 10,749 | $896,000 | 0.11% |
| MYCIO WEALTH PARTNERS, LLC | 10,018 | $835,000 | 0.10% |
| Institute for Wealth Management, LLC. | 3,805 | $316,000 | 0.09% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 34,153 | $2,846,000 | 0.03% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 2,572 | $214,000 | 0.03% |
| Carroll Financial Associates, Inc. | 2,000 | $166,000 | 0.02% |