WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 84 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $594,002 | +3.1% | 12,984 | +5.2% | 0.00% | 0.0% |
| Q2 2023 | $576,404 | +11.1% | 12,340 | +4.0% | 0.00% | 0.0% |
| Q1 2023 | $518,653 | -32.1% | 11,863 | -35.4% | 0.00% | 0.0% |
| Q4 2022 | $763,537 | -17.7% | 18,363 | -24.1% | 0.00% | -50.0% |
| Q3 2022 | $928,000 | +231.4% | 24,179 | +252.2% | 0.00% | – |
| Q2 2022 | $280,000 | -68.9% | 6,866 | -63.1% | 0.00% | -100.0% |
| Q1 2022 | $899,000 | -7.8% | 18,597 | -4.0% | 0.00% | 0.0% |
| Q4 2021 | $975,000 | -1.4% | 19,370 | -9.9% | 0.00% | 0.0% |
| Q3 2021 | $989,000 | -0.4% | 21,509 | +0.1% | 0.00% | 0.0% |
| Q2 2021 | $993,000 | +6.3% | 21,493 | -0.2% | 0.00% | -50.0% |
| Q1 2021 | $934,000 | +59.9% | 21,538 | +48.2% | 0.00% | +100.0% |
| Q4 2020 | $584,000 | – | 14,530 | – | 0.00% | – |
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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% |