WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 94 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $617,441 | +960.6% | 13,496 | +983.1% | 0.03% | +933.3% |
| Q2 2023 | $58,216 | -8.5% | 1,246 | -14.4% | 0.00% | 0.0% |
| Q1 2023 | $63,632 | +27.8% | 1,455 | +21.5% | 0.00% | 0.0% |
| Q4 2022 | $49,801 | -9.5% | 1,198 | -11.6% | 0.00% | -25.0% |
| Q3 2022 | $55,000 | 0.0% | 1,355 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $55,000 | -19.1% | 1,355 | +0.5% | 0.00% | 0.0% |
| Q4 2021 | $68,000 | -80.8% | 1,348 | -82.5% | 0.00% | -63.6% |
| Q3 2021 | $354,000 | -0.3% | 7,706 | +0.3% | 0.01% | 0.0% |
| Q2 2021 | $355,000 | +6.6% | 7,686 | +0.2% | 0.01% | -8.3% |
| Q1 2021 | $333,000 | – | 7,672 | – | 0.01% | – |
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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% |