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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,160,755 | -2.3% | 69,087 | -0.2% | 0.00% | 0.0% |
| Q2 2023 | $3,234,228 | -9.5% | 69,241 | -15.3% | 0.00% | 0.0% |
| Q1 2023 | $3,573,154 | -6.5% | 81,728 | -11.1% | 0.00% | 0.0% |
| Q4 2022 | $3,821,036 | -15.0% | 91,896 | -21.5% | 0.00% | 0.0% |
| Q3 2022 | $4,497,000 | -16.3% | 117,137 | -11.1% | 0.00% | -50.0% |
| Q2 2022 | $5,373,000 | -12.5% | 131,699 | +3.7% | 0.00% | 0.0% |
| Q1 2022 | $6,142,000 | +47.1% | 127,002 | +53.2% | 0.00% | +100.0% |
| Q4 2021 | $4,174,000 | +13.7% | 82,893 | +3.8% | 0.00% | 0.0% |
| Q3 2021 | $3,671,000 | -27.2% | 79,826 | -26.8% | 0.00% | 0.0% |
| Q2 2021 | $5,041,000 | +69.1% | 109,084 | +58.7% | 0.00% | 0.0% |
| Q1 2021 | $2,981,000 | +8.2% | 68,751 | +0.2% | 0.00% | 0.0% |
| Q4 2020 | $2,755,000 | +6.6% | 68,586 | -6.0% | 0.00% | 0.0% |
| Q3 2020 | $2,585,000 | +5.5% | 72,978 | -1.2% | 0.00% | 0.0% |
| Q2 2020 | $2,451,000 | -15.1% | 73,892 | -28.0% | 0.00% | 0.0% |
| Q1 2020 | $2,887,000 | -4.1% | 102,683 | +25.2% | 0.00% | 0.0% |
| Q4 2019 | $3,009,000 | +28.9% | 82,012 | +17.8% | 0.00% | 0.0% |
| Q3 2019 | $2,335,000 | +3.9% | 69,608 | +1.9% | 0.00% | 0.0% |
| Q2 2019 | $2,247,000 | +9.8% | 68,331 | +6.2% | 0.00% | 0.0% |
| Q1 2019 | $2,046,000 | +12.5% | 64,346 | -0.2% | 0.00% | 0.0% |
| Q4 2018 | $1,819,000 | -3.9% | 64,501 | +11.3% | 0.00% | 0.0% |
| Q3 2018 | $1,893,000 | -3.1% | 57,959 | -9.0% | 0.00% | 0.0% |
| Q2 2018 | $1,953,000 | +1.1% | 63,683 | +0.1% | 0.00% | 0.0% |
| Q1 2018 | $1,932,000 | +18.5% | 63,633 | +21.3% | 0.00% | – |
| Q4 2017 | $1,630,000 | +22.4% | 52,474 | +242.9% | 0.00% | – |
| Q3 2017 | $1,332,000 | +93.3% | 15,301 | +85.2% | 0.00% | – |
| Q2 2017 | $689,000 | +3.5% | 8,263 | +1.0% | 0.00% | – |
| Q1 2017 | $666,000 | +67.3% | 8,179 | +58.7% | 0.00% | – |
| Q4 2016 | $398,000 | -14.6% | 5,155 | -19.4% | 0.00% | – |
| Q3 2016 | $466,000 | +18.3% | 6,392 | +12.9% | 0.00% | – |
| Q2 2016 | $394,000 | -0.3% | 5,661 | 0.0% | 0.00% | – |
| Q1 2016 | $395,000 | +28.7% | 5,661 | +27.8% | 0.00% | – |
| Q4 2015 | $307,000 | +95.5% | 4,430 | +84.5% | 0.00% | – |
| Q3 2015 | $157,000 | +2.6% | 2,401 | +11.7% | 0.00% | – |
| Q2 2015 | $153,000 | -11.0% | 2,150 | -10.5% | 0.00% | – |
| Q1 2015 | $172,000 | +100.0% | 2,402 | +100.2% | 0.00% | – |
| Q4 2014 | $86,000 | +13.2% | 1,200 | +9.0% | 0.00% | – |
| Q3 2014 | $76,000 | +1.3% | 1,101 | +0.1% | 0.00% | – |
| Q2 2014 | $75,000 | +4.2% | 1,100 | -0.2% | 0.00% | – |
| Q1 2014 | $72,000 | +1.4% | 1,102 | 0.0% | 0.00% | – |
| Q4 2013 | $71,000 | +10.9% | 1,102 | +0.2% | 0.00% | – |
| Q3 2013 | $64,000 | -19.0% | 1,100 | -21.5% | 0.00% | – |
| Q2 2013 | $79,000 | – | 1,401 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,365,495 | $66,041,000 | 16.29% |
| BEACON FINANCIAL GROUP | 414,281 | $20,275,000 | 2.70% |
| VISTA INVESTMENT MANAGEMENT | 62,156 | $3,006,000 | 1.65% |
| DAIDO LIFE INSURANCE CO | 549,372 | $26,568,000 | 1.59% |
| CGN Advisors LLC | 100,568 | $4,863,000 | 1.21% |
| Insight Advisors, LLC/ PA | 81,847 | $3,958,000 | 1.19% |
| Marietta Wealth Management, LLC | 88,692 | $4,289,000 | 0.90% |
| Relative Value Partners Group, LLC | 240,392 | $11,625,000 | 0.81% |
| Redwood Financial Network Corp | 13,116 | $634,000 | 0.59% |
| Truadvice, LLC | 22,159 | $989,000 | 0.55% |