WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 103 filers reported holding WISDOMTREE TR in Q1 2023. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,622,884 | $74,634,000 | 18.70% |
| JD Financial Services Inc. | 271,736 | $12,497,000 | 11.40% |
| BEACON FINANCIAL GROUP | 654,339 | $30,512,000 | 4.09% |
| DAIDO LIFE INSURANCE CO | 549,372 | $25,266,000 | 1.53% |
| Financial Gravity Asset Management, Inc. | 54,157 | $2,491,000 | 1.17% |
| CGN Advisors LLC | 77,979 | $3,586,000 | 1.17% |
| Truadvice, LLC | 22,961 | $1,135,000 | 1.04% |
| Marietta Wealth Management, LLC | 87,374 | $4,018,000 | 0.88% |
| Relative Value Partners Group, LLC | 217,946 | $10,023,000 | 0.75% |
| Insight Advisors, LLC/ PA | 47,649 | $2,345,000 | 0.70% |