WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 100 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $568,800 | +2.7% | 10,000 | 0.0% | 0.39% | +0.5% |
| Q1 2024 | $554,000 | +10.5% | 10,000 | 0.0% | 0.39% | +8.7% |
| Q4 2023 | $501,150 | +9.5% | 10,000 | 0.0% | 0.36% | +17.5% |
| Q3 2023 | $457,500 | -2.1% | 10,000 | 0.0% | 0.30% | +3.8% |
| Q2 2023 | $467,100 | +6.8% | 10,000 | 0.0% | 0.29% | +54.0% |
| Q1 2023 | $437,200 | +5.1% | 10,000 | 0.0% | 0.19% | -31.0% |
| Q4 2022 | $415,800 | – | 10,000 | – | 0.27% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,682,287 | $84,716,000 | 19.53% |
| JD Financial Services Inc. | 281,271 | $14,165,000 | 11.67% |
| BEACON FINANCIAL GROUP | 651,219 | $33,062,000 | 4.30% |
| WIN ADVISORS, INC | 358,253 | $18,042,000 | 4.13% |
| DAIDO LIFE INSURANCE CO | 549,372 | $27,666,000 | 1.53% |
| CGN Advisors LLC | 85,568 | $4,309,000 | 1.12% |
| Insight Advisors, LLC/ PA | 74,598 | $3,757,000 | 1.11% |
| Truadvice, LLC | 23,282 | $1,129,000 | 1.06% |
| IHT Wealth Management, LLC | 285,063 | $14,356,000 | 1.06% |
| Marietta Wealth Management, LLC | 85,730 | $4,317,000 | 0.87% |