WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 94 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15 | -6.2% | 323 | -4.7% | 0.01% | -8.3% |
| Q2 2023 | $16 | -15.8% | 339 | -21.9% | 0.01% | -29.4% |
| Q1 2023 | $19 | -54.8% | 434 | -56.9% | 0.02% | 0.0% |
| Q4 2022 | $42 | -99.8% | 1,008 | +91.6% | 0.02% | -5.6% |
| Q3 2022 | $20,000 | -31.0% | 526 | -26.0% | 0.02% | -21.7% |
| Q2 2022 | $29,000 | -37.0% | 711 | -25.9% | 0.02% | -25.8% |
| Q1 2022 | $46,000 | -8.0% | 959 | -4.1% | 0.03% | -55.7% |
| Q4 2021 | $50,000 | – | 1,000 | – | 0.07% | – |
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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% |