WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 99 filers reported holding WISDOMTREE TR in Q2 2023. 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. | 1,480,420 | $61,555,807 | 16.43% |
| Garrett Wealth Advisory Group, LLC | 562,815 | $23,401,883 | 12.02% |
| KLR INVESTMENT ADVISORS, LLC | 75,941 | $3,157,629 | 2.60% |
| DAIDO LIFE INSURANCE CO | 549,372 | $22,843 | 2.15% |
| VISTA INVESTMENT MANAGEMENT | 75,898 | $3,155,839 | 1.80% |
| Insight Advisors, LLC/ PA | 63,434 | $2,629,339 | 0.92% |
| Marietta Wealth Management, LLC | 90,873 | $3,778,501 | 0.86% |
| My Legacy Advisors, LLC | 42,219 | $1,890,145 | 0.81% |
| Essential Planning, LLC. | 23,777 | $907,932 | 0.70% |
| Relative Value Partners Group, LLC | 234,092 | $9,733,566 | 0.69% |