WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 73 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $286,669 | -2.7% | 6,266 | -0.7% | 0.18% | -1.1% |
| Q2 2023 | $294,647 | +2.9% | 6,308 | -3.7% | 0.18% | -11.8% |
| Q1 2023 | $286,410 | +5.1% | 6,551 | 0.0% | 0.20% | -14.7% |
| Q4 2022 | $272,391 | -2.0% | 6,551 | -9.6% | 0.24% | +7.7% |
| Q3 2022 | $278,000 | -6.1% | 7,250 | 0.0% | 0.22% | -11.6% |
| Q2 2022 | $296,000 | -15.7% | 7,250 | 0.0% | 0.25% | +14.2% |
| Q1 2022 | $351,000 | -4.4% | 7,250 | -0.4% | 0.22% | +11.2% |
| Q4 2021 | $367,000 | +9.6% | 7,281 | 0.0% | 0.20% | +4.8% |
| Q3 2021 | $335,000 | -2.3% | 7,281 | -2.0% | 0.19% | -0.5% |
| Q2 2021 | $343,000 | +6.5% | 7,431 | 0.0% | 0.19% | -8.3% |
| Q1 2021 | $322,000 | +3.2% | 7,431 | -4.2% | 0.21% | +3.0% |
| Q4 2020 | $312,000 | – | 7,760 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,500,452 | $68,645,662 | 17.13% |
| Team Financial Group, LLC | 396,637 | $18,146,163 | 14.99% |
| Garrett Wealth Advisory Group, LLC | 584,405 | $26,736,642 | 12.17% |
| KLR INVESTMENT ADVISORS, LLC | 55,675 | $2,434,109 | 2.21% |
| VISTA INVESTMENT MANAGEMENT | 77,133 | $3,528,835 | 1.85% |
| Financial Gravity Asset Management, Inc. | 3,042,548 | $124,217,573 | 1.37% |
| Insight Advisors, LLC/ PA | 80,284 | $3,672,993 | 0.84% |
| Marietta Wealth Management, LLC | 85,346 | $3,904,566 | 0.78% |
| Redwood Financial Network Corp | 12,396 | $567,120 | 0.60% |
| Relative Value Partners Group, LLC | 165,828 | $7,586,650 | 0.51% |