WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 96 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $244,911 | +177.2% | 5,353 | +182.9% | 0.00% | – |
| Q2 2023 | $88,366 | -46.1% | 1,892 | -49.5% | 0.00% | – |
| Q1 2023 | $163,934 | +172.9% | 3,750 | +159.5% | 0.00% | – |
| Q4 2022 | $60,076 | +9.2% | 1,445 | 0.0% | 0.00% | – |
| Q3 2022 | $55,000 | -9.8% | 1,445 | -4.5% | 0.00% | – |
| Q2 2022 | $61,000 | -12.9% | 1,513 | +4.6% | 0.00% | – |
| Q1 2022 | $70,000 | -4.1% | 1,446 | 0.0% | 0.00% | – |
| Q4 2021 | $73,000 | +10.6% | 1,446 | +0.1% | 0.00% | – |
| Q3 2021 | $66,000 | 0.0% | 1,445 | +0.8% | 0.00% | – |
| Q2 2021 | $66,000 | +6.5% | 1,433 | -0.1% | 0.00% | – |
| Q1 2021 | $62,000 | +6.9% | 1,434 | 0.0% | 0.00% | – |
| Q4 2020 | $58,000 | +13.7% | 1,434 | +0.1% | 0.00% | – |
| Q3 2020 | $51,000 | +6.2% | 1,433 | 0.0% | 0.00% | – |
| Q2 2020 | $48,000 | +20.0% | 1,433 | -0.1% | 0.00% | – |
| Q1 2020 | $40,000 | -24.5% | 1,435 | -0.1% | 0.00% | – |
| Q4 2019 | $53,000 | – | 1,437 | +47800.0% | 0.00% | – |
| Q4 2018 | $0 | – | 3 | – | 0.00% | – |
Download | ||||||
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% |