WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 111 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $2,211,608 | -10.6% | 41,431 | -16.1% | 1.60% | -10.6% |
| Q4 2023 | $2,473,896 | +1.6% | 49,364 | -11.3% | 1.79% | -19.2% |
| Q3 2023 | $2,434,109 | -8.6% | 55,675 | -2.3% | 2.21% | +0.9% |
| Q2 2023 | $2,663,056 | +9.4% | 57,013 | +2.4% | 2.19% | +2.4% |
| Q1 2023 | $2,435,334 | -22.9% | 55,703 | -26.6% | 2.14% | -17.6% |
| Q4 2022 | $3,157,629 | – | 75,941 | – | 2.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,559,363 | $72,058,000 | 18.58% |
| JD Financial Services Inc. | 259,630 | $11,998,000 | 11.13% |
| BEACON FINANCIAL GROUP | 673,464 | $31,307,000 | 4.43% |
| DAIDO LIFE INSURANCE CO | 549,372 | $25,386,000 | 1.54% |
| Financial Gravity Asset Management, Inc. | 84,824 | $3,920,000 | 1.40% |
| CGN Advisors LLC | 75,787 | $3,502,000 | 1.11% |
| Marietta Wealth Management, LLC | 85,806 | $3,965,000 | 0.90% |
| 20/20 Capital Management, Inc. | 72,349 | $3,343,000 | 0.87% |
| Relative Value Partners Group, LLC | 217,618 | $10,056,000 | 0.78% |
| Truadvice, LLC | 67,320 | $3,178,000 | 0.69% |