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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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% | 350 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $11,000 | -8.3% | 350 | 0.0% | 0.01% | -14.3% |
Q2 2019 | $12,000 | +9.1% | 350 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $11,000 | +10.0% | 350 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $10,000 | -9.1% | 350 | 0.0% | 0.01% | +16.7% |
Q3 2018 | $11,000 | 0.0% | 350 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $11,000 | – | 350 | – | 0.01% | – |
Download |
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% |