SECURED RETIREMENT ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 106 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
SECURED RETIREMENT ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$361,472
-1.2%
6,355
-3.8%
0.28%
-9.0%
Q1 2024$365,972
+10.5%
6,6060.0%0.31%
-2.5%
Q4 2023$331,0606,6060.32%
Other shareholders
WISDOMTREE TR shareholders Q2 2024
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,559,363$72,058,00018.58%
JD Financial Services Inc. 259,630$11,998,00011.13%
BEACON FINANCIAL GROUP 673,464$31,307,0004.43%
DAIDO LIFE INSURANCE CO 549,372$25,386,0001.54%
Financial Gravity Asset Management, Inc. 84,824$3,920,0001.40%
CGN Advisors LLC 75,787$3,502,0001.11%
Marietta Wealth Management, LLC 85,806$3,965,0000.90%
20/20 Capital Management, Inc. 72,349$3,343,0000.87%
Relative Value Partners Group, LLC 217,618$10,056,0000.78%
Truadvice, LLC 67,320$3,178,0000.69%
View complete list of WISDOMTREE TR shareholders