CREATIVE FINANCIAL DESIGNS INC /ADV - WISDOMTREE TR ownership

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
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$60,939
-11.9%
1,332
-10.1%
0.01%
-12.5%
Q2 2023$69,178
-37.7%
1,481
-41.7%
0.01%
-46.7%
Q1 2023$111,093
+4.3%
2,541
-0.8%
0.02%
-6.2%
Q4 2022$106,486
+3.4%
2,561
-4.4%
0.02%
-5.9%
Q3 2022$103,000
-10.4%
2,678
-5.1%
0.02%
-10.5%
Q2 2022$115,000
-16.1%
2,822
-0.3%
0.02%
-9.5%
Q1 2022$137,000
+8.7%
2,830
+12.8%
0.02%
+10.5%
Q4 2021$126,000
+2.4%
2,509
-6.6%
0.02%
-5.0%
Q3 2021$123,000
+64.0%
2,685
+65.4%
0.02%
+53.8%
Q2 2021$75,000
+476.9%
1,623
+363.7%
0.01%
+116.7%
Q4 2019$13,000
+18.2%
3500.0%0.01%0.0%
Q3 2019$11,000
-8.3%
3500.0%0.01%
-14.3%
Q2 2019$12,000
+9.1%
3500.0%0.01%0.0%
Q1 2019$11,000
+10.0%
3500.0%0.01%0.0%
Q4 2018$10,000
-9.1%
3500.0%0.01%
+16.7%
Q3 2018$11,0000.0%3500.0%0.01%0.0%
Q2 2018$11,0003500.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,500,452$68,645,66217.13%
Team Financial Group, LLC 396,637$18,146,16314.99%
Garrett Wealth Advisory Group, LLC 584,405$26,736,64212.17%
KLR INVESTMENT ADVISORS, LLC 55,675$2,434,1092.21%
VISTA INVESTMENT MANAGEMENT 77,133$3,528,8351.85%
Financial Gravity Asset Management, Inc. 3,042,548$124,217,5731.37%
Insight Advisors, LLC/ PA 80,284$3,672,9930.84%
Marietta Wealth Management, LLC 85,346$3,904,5660.78%
Redwood Financial Network Corp 12,396$567,1200.60%
Relative Value Partners Group, LLC 165,828$7,586,6500.51%
View complete list of WISDOMTREE TR shareholders