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
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Private Wealth Strategies, L.L.C. | 1,480,420 | $61,555,807 | 16.43% |
Garrett Wealth Advisory Group, LLC | 562,815 | $23,401,883 | 12.02% |
KLR INVESTMENT ADVISORS, LLC | 75,941 | $3,157,629 | 2.60% |
DAIDO LIFE INSURANCE CO | 549,372 | $22,843 | 2.15% |
VISTA INVESTMENT MANAGEMENT | 75,898 | $3,155,839 | 1.80% |
Insight Advisors, LLC/ PA | 63,434 | $2,629,339 | 0.92% |
Marietta Wealth Management, LLC | 90,873 | $3,778,501 | 0.86% |
My Legacy Advisors, LLC | 42,219 | $1,890,145 | 0.81% |
Essential Planning, LLC. | 23,777 | $907,932 | 0.70% |
Relative Value Partners Group, LLC | 234,092 | $9,733,566 | 0.69% |