WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 103 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $53,940 | -2.1% | 1,179 | 0.0% | 0.00% | – |
| Q2 2023 | $55,071 | +6.8% | 1,179 | 0.0% | 0.00% | – |
| Q1 2023 | $51,546 | +5.1% | 1,179 | 0.0% | 0.00% | – |
| Q4 2022 | $49,023 | +8.9% | 1,179 | 0.0% | 0.00% | – |
| Q3 2022 | $45,000 | -6.2% | 1,179 | 0.0% | 0.00% | – |
| Q2 2022 | $48,000 | -15.8% | 1,179 | 0.0% | 0.00% | – |
| Q1 2022 | $57,000 | -3.4% | 1,179 | 0.0% | 0.00% | – |
| Q4 2021 | $59,000 | +9.3% | 1,179 | 0.0% | 0.00% | – |
| Q3 2021 | $54,000 | 0.0% | 1,179 | 0.0% | 0.00% | – |
| Q2 2021 | $54,000 | +5.9% | 1,179 | 0.0% | 0.00% | – |
| Q1 2021 | $51,000 | +6.2% | 1,179 | 0.0% | 0.00% | – |
| Q4 2020 | $48,000 | +14.3% | 1,179 | 0.0% | 0.00% | – |
| Q3 2020 | $42,000 | +7.7% | 1,179 | 0.0% | 0.00% | – |
| Q2 2020 | $39,000 | +14.7% | 1,179 | 0.0% | 0.00% | – |
| Q1 2020 | $34,000 | -20.9% | 1,179 | 0.0% | 0.00% | – |
| Q4 2019 | $43,000 | +10.3% | 1,179 | 0.0% | 0.00% | – |
| Q3 2019 | $39,000 | 0.0% | 1,179 | -1.5% | 0.00% | – |
| Q2 2019 | $39,000 | +200.0% | 1,197 | +183.0% | 0.00% | – |
| Q1 2019 | $13,000 | +8.3% | 423 | 0.0% | 0.00% | – |
| Q4 2018 | $12,000 | -61.3% | 423 | -55.9% | 0.00% | – |
| Q3 2018 | $31,000 | -38.0% | 960 | -40.6% | 0.00% | – |
| Q2 2018 | $50,000 | -36.7% | 1,617 | -37.9% | 0.00% | – |
| Q1 2018 | $79,000 | -2.5% | 2,604 | 0.0% | 0.00% | – |
| Q4 2017 | $81,000 | +6.6% | 2,604 | +196.9% | 0.00% | – |
| Q3 2017 | $76,000 | +4.1% | 877 | 0.0% | 0.00% | – |
| Q2 2017 | $73,000 | +2.8% | 877 | 0.0% | 0.00% | – |
| Q1 2017 | $71,000 | +4.4% | 877 | 0.0% | 0.00% | – |
| Q4 2016 | $68,000 | +4.6% | 877 | -1.7% | 0.00% | – |
| Q3 2016 | $65,000 | +4.8% | 892 | 0.0% | 0.00% | – |
| Q2 2016 | $62,000 | -6.1% | 892 | -6.3% | 0.00% | – |
| Q1 2016 | $66,000 | 0.0% | 952 | 0.0% | 0.00% | – |
| Q4 2015 | $66,000 | -1.5% | 952 | -6.8% | 0.00% | – |
| Q3 2015 | $67,000 | -8.2% | 1,022 | 0.0% | 0.00% | – |
| Q2 2015 | $73,000 | -18.0% | 1,022 | -17.9% | 0.00% | – |
| Q1 2015 | $89,000 | – | 1,245 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,622,884 | $74,634,000 | 18.70% |
| JD Financial Services Inc. | 271,736 | $12,497,000 | 11.40% |
| BEACON FINANCIAL GROUP | 654,339 | $30,512,000 | 4.09% |
| DAIDO LIFE INSURANCE CO | 549,372 | $25,266,000 | 1.53% |
| Financial Gravity Asset Management, Inc. | 54,157 | $2,491,000 | 1.17% |
| CGN Advisors LLC | 77,979 | $3,586,000 | 1.17% |
| Truadvice, LLC | 22,961 | $1,135,000 | 1.04% |
| Marietta Wealth Management, LLC | 87,374 | $4,018,000 | 0.88% |
| Relative Value Partners Group, LLC | 217,946 | $10,023,000 | 0.75% |
| Insight Advisors, LLC/ PA | 47,649 | $2,345,000 | 0.70% |