WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 44 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,390,525 | +3.0% | 30,394 | +5.1% | 0.00% | – |
| Q2 2023 | $1,350,247 | -50.8% | 28,907 | -53.9% | 0.00% | – |
| Q1 2023 | $2,742,501 | +111293.2% | 62,734 | +5.9% | 0.00% | – |
| Q4 2022 | $2,462 | -99.6% | 59,214 | +245.5% | 0.00% | – |
| Q3 2022 | $658,000 | -5.9% | 17,137 | 0.0% | 0.00% | – |
| Q2 2022 | $699,000 | +3.2% | 17,137 | +22.4% | 0.00% | – |
| Q1 2022 | $677,000 | +3882.4% | 14,000 | +2629.0% | 0.00% | – |
| Q2 2019 | $17,000 | +13.3% | 513 | +7.5% | 0.00% | – |
| Q1 2019 | $15,000 | +114.3% | 477 | +99.6% | 0.00% | – |
| Q4 2018 | $7,000 | – | 239 | – | 0.00% | – |
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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% |