WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 102 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $12,416 | +5.1% | 284 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $11,809 | +18.1% | 284 | +4.4% | 0.01% | +16.7% |
| Q3 2022 | $10,000 | -52.4% | 272 | -47.3% | 0.01% | -53.8% |
| Q2 2022 | $21,000 | -12.5% | 516 | +3.2% | 0.01% | +8.3% |
| Q1 2022 | $24,000 | -4.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $25,000 | +8.7% | 500 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $23,000 | +91.7% | 500 | +100.0% | 0.01% | +100.0% |
| Q2 2021 | $12,000 | – | 250 | – | 0.01% | – |
Download | ||||||
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% |