Mezzasalma Advisors, LLC - 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
Mezzasalma Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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%
6,5510.0%0.20%
-14.7%
Q4 2022$272,391
-2.0%
6,551
-9.6%
0.24%
+7.7%
Q3 2022$278,000
-6.1%
7,2500.0%0.22%
-11.6%
Q2 2022$296,000
-15.7%
7,2500.0%0.25%
+14.2%
Q1 2022$351,000
-4.4%
7,250
-0.4%
0.22%
+11.2%
Q4 2021$367,000
+9.6%
7,2810.0%0.20%
+4.8%
Q3 2021$335,000
-2.3%
7,281
-2.0%
0.19%
-0.5%
Q2 2021$343,000
+6.5%
7,4310.0%0.19%
-8.3%
Q1 2021$322,000
+3.2%
7,431
-4.2%
0.21%
+3.0%
Q4 2020$312,0007,7600.20%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,480,420$61,555,80716.43%
Garrett Wealth Advisory Group, LLC 562,815$23,401,88312.02%
KLR INVESTMENT ADVISORS, LLC 75,941$3,157,6292.60%
DAIDO LIFE INSURANCE CO 549,372$22,8432.15%
VISTA INVESTMENT MANAGEMENT 75,898$3,155,8391.80%
Insight Advisors, LLC/ PA 63,434$2,629,3390.92%
Marietta Wealth Management, LLC 90,873$3,778,5010.86%
My Legacy Advisors, LLC 42,219$1,890,1450.81%
Essential Planning, LLC. 23,777$907,9320.70%
Relative Value Partners Group, LLC 234,092$9,733,5660.69%
View complete list of WISDOMTREE TR shareholders