WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 108 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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. | 1,365,495 | $66,041,000 | 16.29% |
| BEACON FINANCIAL GROUP | 414,281 | $20,275,000 | 2.70% |
| VISTA INVESTMENT MANAGEMENT | 62,156 | $3,006,000 | 1.65% |
| DAIDO LIFE INSURANCE CO | 549,372 | $26,568,000 | 1.59% |
| CGN Advisors LLC | 100,568 | $4,863,000 | 1.21% |
| Insight Advisors, LLC/ PA | 81,847 | $3,958,000 | 1.19% |
| Marietta Wealth Management, LLC | 88,692 | $4,289,000 | 0.90% |
| Relative Value Partners Group, LLC | 240,392 | $11,625,000 | 0.81% |
| Redwood Financial Network Corp | 13,116 | $634,000 | 0.59% |
| Truadvice, LLC | 22,159 | $989,000 | 0.55% |