WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 84 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $963,038 | -2.1% | 21,050 | 0.0% | 0.29% | -2.7% |
| Q2 2023 | $983,246 | +6.8% | 21,050 | 0.0% | 0.30% | -5.3% |
| Q1 2023 | $920,305 | +0.4% | 21,050 | -4.5% | 0.32% | -18.0% |
| Q4 2022 | $916,839 | -1.3% | 22,050 | -8.9% | 0.39% | -13.2% |
| Q3 2022 | $929,000 | -5.9% | 24,210 | 0.0% | 0.45% | +1.6% |
| Q2 2022 | $987,000 | -99.9% | 24,210 | +6.6% | 0.44% | +12.5% |
| Q1 2022 | $1,098,255,000 | +93130.5% | 22,710 | -3.0% | 0.39% | -14.6% |
| Q4 2021 | $1,178,000 | +5.8% | 23,410 | -3.3% | 0.46% | +5.8% |
| Q3 2021 | $1,113,000 | – | 24,210 | – | 0.43% | – |
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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% |