WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 104 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,246,777 | +2478.2% | 22,505 | +1835.1% | 0.55% | +2950.0% |
| Q4 2022 | $48,358 | -12.1% | 1,163 | -18.4% | 0.02% | -10.0% |
| Q3 2022 | $55,000 | -43.3% | 1,425 | -39.2% | 0.02% | -89.5% |
| Q2 2022 | $97,000 | -48.1% | 2,345 | -39.4% | 0.19% | +287.8% |
| Q1 2022 | $187,000 | -99.0% | 3,869 | -98.9% | 0.05% | -98.8% |
| Q4 2021 | $18,042,000 | – | 358,253 | – | 4.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,559,363 | $72,058,000 | 18.58% |
| JD Financial Services Inc. | 259,630 | $11,998,000 | 11.13% |
| BEACON FINANCIAL GROUP | 673,464 | $31,307,000 | 4.43% |
| DAIDO LIFE INSURANCE CO | 549,372 | $25,386,000 | 1.54% |
| Financial Gravity Asset Management, Inc. | 84,824 | $3,920,000 | 1.40% |
| CGN Advisors LLC | 75,787 | $3,502,000 | 1.11% |
| Marietta Wealth Management, LLC | 85,806 | $3,965,000 | 0.90% |
| 20/20 Capital Management, Inc. | 72,349 | $3,343,000 | 0.87% |
| Relative Value Partners Group, LLC | 217,618 | $10,056,000 | 0.78% |
| Truadvice, LLC | 67,320 | $3,178,000 | 0.69% |