Covestor Ltd - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 99 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Covestor Ltd ownership history of WISDOMTREE TR
ValueSharesWeighting
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$50,0001,0000.07%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,480,420$61,555,80716.43%
Garrett Wealth Advisory Group, LLC 562,815$23,401,88312.02%
KLR INVESTMENT ADVISORS, LLC 75,941$3,157,6292.60%
DAIDO LIFE INSURANCE CO 549,372$22,8432.15%
VISTA INVESTMENT MANAGEMENT 75,898$3,155,8391.80%
Insight Advisors, LLC/ PA 63,434$2,629,3390.92%
Marietta Wealth Management, LLC 90,873$3,778,5010.86%
My Legacy Advisors, LLC 42,219$1,890,1450.81%
Essential Planning, LLC. 23,777$907,9320.70%
Relative Value Partners Group, LLC 234,092$9,733,5660.69%
View complete list of WISDOMTREE TR shareholders