WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 101 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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. | 1,480,420 | $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% |