WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 81 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $144,000 | -12.7% | 3,750 | -7.3% | 0.00% | – |
| Q2 2022 | $165,000 | -15.8% | 4,045 | 0.0% | 0.00% | – |
| Q1 2022 | $196,000 | -3.9% | 4,045 | 0.0% | 0.00% | – |
| Q4 2021 | $204,000 | -12.1% | 4,045 | -19.8% | 0.00% | – |
| Q3 2021 | $232,000 | +1557.1% | 5,045 | +1610.2% | 0.00% | – |
| Q2 2021 | $14,000 | +7.7% | 295 | 0.0% | 0.00% | – |
| Q1 2021 | $13,000 | +8.3% | 295 | 0.0% | 0.00% | – |
| Q4 2020 | $12,000 | +20.0% | 295 | 0.0% | 0.00% | – |
| Q3 2020 | $10,000 | 0.0% | 295 | 0.0% | 0.00% | – |
| Q2 2020 | $10,000 | +25.0% | 295 | 0.0% | 0.00% | – |
| Q1 2020 | $8,000 | -27.3% | 295 | 0.0% | 0.00% | – |
| Q4 2019 | $11,000 | +10.0% | 295 | 0.0% | 0.00% | – |
| Q3 2019 | $10,000 | 0.0% | 295 | 0.0% | 0.00% | – |
| Q2 2019 | $10,000 | – | 295 | – | 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% |