Essential Planning, LLC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 102 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Essential Planning, LLC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$650,726
-11.9%
14,224
-10.1%
0.36%
-14.5%
Q2 2023$738,778
+4.7%
15,816
-2.0%
0.42%
-1.6%
Q1 2023$705,729
-22.3%
16,142
-32.1%
0.43%
-38.5%
Q4 2022$907,93223,7770.70%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,367,861$54,933,00016.63%
BEACON FINANCIAL GROUP 878,074$36,063,0005.65%
Financial Gravity Asset Management, Inc. 64,598$2,586,0002.37%
DAIDO LIFE INSURANCE CO 446,973$17,950,0001.28%
CGN Advisors LLC 70,936$2,849,0001.14%
20/20 Capital Management, Inc. 87,192$3,559,0001.04%
Marietta Wealth Management, LLC 86,635$3,479,0000.96%
Truadvice, LLC 64,687$2,608,0000.80%
Relative Value Partners Group, LLC 207,410$8,330,0000.79%
Patriot Financial Group Insurance Agency, LLC 48,943$1,966,0000.49%
View complete list of WISDOMTREE TR shareholders