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 | $567,120 | -6.0% | 12,396 | -4.0% | 0.60% | +6.2% |
| Q2 2023 | $603,138 | +5.1% | 12,912 | -1.6% | 0.57% | -3.1% |
| Q1 2023 | $573,866 | +5.2% | 13,126 | +0.0% | 0.58% | -5.8% |
| Q4 2022 | $545,684 | +8.3% | 13,124 | +0.0% | 0.62% | +7.8% |
| Q3 2022 | $504,000 | -5.8% | 13,121 | +0.0% | 0.58% | -1.4% |
| Q2 2022 | $535,000 | -15.6% | 13,118 | +0.0% | 0.58% | -0.9% |
| Q1 2022 | $634,000 | – | 13,116 | – | 0.59% | – |
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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% |