WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 102 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
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. | 1,500,452 | $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% |