WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 108 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $141,000,000 | +0.7% | 2,021 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $140,000,000 | +105960.6% | 2,021 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $132,000 | -99.9% | 2,021 | +56.8% | 0.00% | – |
| Q2 2015 | $91,953,000 | -0.3% | 1,289 | 0.0% | 0.00% | – |
| Q1 2015 | $92,237,000 | -0.6% | 1,289 | 0.0% | 0.00% | – |
| Q4 2014 | $92,752,000 | -38.8% | 1,289 | -41.4% | 0.00% | -100.0% |
| Q3 2014 | $151,532,000 | +86.9% | 2,201 | +85.1% | 0.00% | – |
| Q2 2014 | $81,085,000 | +4.1% | 1,189 | 0.0% | 0.00% | – |
| Q1 2014 | $77,912,000 | +2.0% | 1,189 | +0.3% | 0.00% | – |
| Q4 2013 | $76,389,000 | +133.4% | 1,185 | +112.4% | 0.00% | – |
| Q3 2013 | $32,732,000 | +4.7% | 558 | +0.4% | 0.00% | – |
| Q2 2013 | $31,275,000 | – | 556 | – | 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% |