WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 102 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
Download | ||||||
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% |