Herold Advisors, Inc. - WISDOMTREE TR ownership

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
Herold Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$963,038
-2.1%
21,0500.0%0.29%
-2.7%
Q2 2023$983,246
+6.8%
21,0500.0%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%
24,2100.0%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$1,113,00024,2100.43%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
MOLLER WEALTH PARTNERS 24,888$1,714,0000.81%
WFG Advisors, LP 17,042$1,174,0000.22%
MYCIO WEALTH PARTNERS, LLC 11,554$796,0000.19%
CUTLER INVESTMENT COUNSEL LLC 7,267$500,0000.17%
BAR HARBOR WEALTH MANAGEMENT 13,554$933,0000.12%
Placemark Investments, Inc. 59,997$4,131,0000.08%
Cambridge Investment Research Advisors, Inc. 32,249$2,221,0000.06%
Carroll Financial Associates, Inc. 2,000$142,0000.04%
Concert Wealth Management Inc. 3,515$242,0000.03%
NEW ENGLAND SECURITIES CORP /MA/ 1,047$72,0000.02%
View complete list of WISDOMTREE TR shareholders