WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 71 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,094,573 | +0.4% | 45,783 | +2.5% | 0.16% | +3.8% |
| Q2 2023 | $2,087,144 | +10.6% | 44,683 | +3.5% | 0.16% | +2.6% |
| Q1 2023 | $1,887,962 | +5.1% | 43,183 | 0.0% | 0.15% | -1.9% |
| Q4 2022 | $1,795,550 | +8.3% | 43,183 | 0.0% | 0.16% | -2.5% |
| Q3 2022 | $1,658,000 | -8.5% | 43,183 | -2.8% | 0.16% | +0.6% |
| Q2 2022 | $1,813,000 | -15.6% | 44,433 | 0.0% | 0.16% | 0.0% |
| Q1 2022 | $2,149,000 | -4.7% | 44,433 | -0.7% | 0.16% | -3.6% |
| Q4 2021 | $2,254,000 | +9.5% | 44,763 | 0.0% | 0.16% | +3.1% |
| Q3 2021 | $2,059,000 | +16.7% | 44,763 | +17.2% | 0.16% | +0.6% |
| Q2 2021 | $1,764,000 | +6.6% | 38,183 | 0.0% | 0.16% | -1.2% |
| Q1 2021 | $1,655,000 | +8.0% | 38,183 | 0.0% | 0.16% | -3.0% |
| Q4 2020 | $1,533,000 | +17.2% | 38,183 | +3.4% | 0.17% | +1.8% |
| Q3 2020 | $1,308,000 | +6.8% | 36,933 | 0.0% | 0.16% | -1.2% |
| Q2 2020 | $1,225,000 | +12.9% | 36,933 | -4.3% | 0.16% | -7.8% |
| Q1 2020 | $1,085,000 | -39.6% | 38,593 | -21.1% | 0.18% | -19.7% |
| Q4 2019 | $1,796,000 | +12.1% | 48,940 | +2.5% | 0.22% | +3.7% |
| Q3 2019 | $1,602,000 | +2.0% | 47,750 | 0.0% | 0.22% | +0.5% |
| Q2 2019 | $1,570,000 | -48.3% | 47,750 | -50.0% | 0.21% | +0.9% |
| Q1 2019 | $3,036,000 | +189.1% | 95,500 | +156.4% | 0.21% | +23.3% |
| Q4 2018 | $1,050,000 | +10.9% | 37,250 | +28.4% | 0.17% | +30.3% |
| Q3 2018 | $947,000 | +6.4% | 29,000 | 0.0% | 0.13% | +0.8% |
| Q2 2018 | $890,000 | – | 29,000 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,622,884 | $74,634,000 | 18.70% |
| JD Financial Services Inc. | 271,736 | $12,497,000 | 11.40% |
| BEACON FINANCIAL GROUP | 654,339 | $30,512,000 | 4.09% |
| DAIDO LIFE INSURANCE CO | 549,372 | $25,266,000 | 1.53% |
| Financial Gravity Asset Management, Inc. | 54,157 | $2,491,000 | 1.17% |
| CGN Advisors LLC | 77,979 | $3,586,000 | 1.17% |
| Truadvice, LLC | 22,961 | $1,135,000 | 1.04% |
| Marietta Wealth Management, LLC | 87,374 | $4,018,000 | 0.88% |
| Relative Value Partners Group, LLC | 217,946 | $10,023,000 | 0.75% |
| Insight Advisors, LLC/ PA | 47,649 | $2,345,000 | 0.70% |