WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 103 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $312 | +0.6% | 6,813 | +2.8% | 0.00% | 0.0% |
| Q2 2023 | $310 | +11.5% | 6,629 | +4.0% | 0.00% | 0.0% |
| Q1 2023 | $278 | +5.3% | 6,373 | +0.2% | 0.00% | 0.0% |
| Q4 2022 | $264 | -99.9% | 6,359 | -3.1% | 0.00% | 0.0% |
| Q3 2022 | $251,000 | +13.6% | 6,560 | +20.7% | 0.00% | 0.0% |
| Q2 2022 | $221,000 | -6.0% | 5,434 | +11.4% | 0.00% | 0.0% |
| Q1 2022 | $235,000 | -4.5% | 4,878 | -0.2% | 0.00% | 0.0% |
| Q4 2021 | $246,000 | +9.8% | 4,887 | +0.3% | 0.00% | 0.0% |
| Q3 2021 | $224,000 | +9.8% | 4,873 | -12.7% | 0.00% | 0.0% |
| Q4 2019 | $204,000 | -7.3% | 5,582 | -17.5% | 0.00% | 0.0% |
| Q3 2018 | $220,000 | – | 6,764 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,500,452 | $68,645,662 | 17.13% |
| Team Financial Group, LLC | 396,637 | $18,146,163 | 14.99% |
| Garrett Wealth Advisory Group, LLC | 584,405 | $26,736,642 | 12.17% |
| KLR INVESTMENT ADVISORS, LLC | 55,675 | $2,434,109 | 2.21% |
| VISTA INVESTMENT MANAGEMENT | 77,133 | $3,528,835 | 1.85% |
| Financial Gravity Asset Management, Inc. | 3,042,548 | $124,217,573 | 1.37% |
| Insight Advisors, LLC/ PA | 80,284 | $3,672,993 | 0.84% |
| Marietta Wealth Management, LLC | 85,346 | $3,904,566 | 0.78% |
| Redwood Financial Network Corp | 12,396 | $567,120 | 0.60% |
| Relative Value Partners Group, LLC | 165,828 | $7,586,650 | 0.51% |