WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 49 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $454,336 | +15.6% | 9,931 | +18.1% | 0.00% | – |
Q2 2023 | $392,869 | +13.4% | 8,411 | +6.2% | 0.00% | – |
Q1 2023 | $346,355 | +23.3% | 7,922 | +17.1% | 0.00% | – |
Q4 2022 | $281,000 | +5.6% | 6,763 | -2.3% | 0.00% | – |
Q3 2022 | $266,000 | +16.2% | 6,920 | +23.2% | 0.00% | – |
Q2 2022 | $229,000 | -49.9% | 5,615 | -40.5% | 0.00% | – |
Q1 2022 | $457,000 | -4.8% | 9,441 | -1.0% | 0.00% | – |
Q4 2021 | $480,000 | +2.1% | 9,539 | -6.7% | 0.00% | – |
Q3 2021 | $470,000 | -4.1% | 10,227 | -3.5% | 0.00% | – |
Q2 2021 | $490,000 | +7.0% | 10,594 | +0.3% | 0.00% | – |
Q1 2021 | $458,000 | -6.1% | 10,567 | -13.0% | 0.00% | – |
Q4 2020 | $488,000 | +19.9% | 12,148 | +5.7% | 0.00% | – |
Q3 2020 | $407,000 | +16.6% | 11,497 | +9.2% | 0.00% | – |
Q2 2020 | $349,000 | +58.6% | 10,531 | +34.9% | 0.00% | – |
Q1 2020 | $220,000 | -73.1% | 7,809 | -64.9% | 0.00% | – |
Q4 2019 | $817,000 | +9.8% | 22,262 | +0.3% | 0.00% | – |
Q3 2019 | $744,000 | +0.4% | 22,187 | -1.5% | 0.00% | – |
Q2 2019 | $741,000 | +3.9% | 22,528 | +0.5% | 0.00% | – |
Q1 2019 | $713,000 | +11.2% | 22,416 | -1.4% | 0.00% | – |
Q4 2018 | $641,000 | -16.0% | 22,729 | -2.7% | 0.00% | – |
Q3 2018 | $763,000 | -43.1% | 23,352 | -46.5% | 0.00% | -100.0% |
Q2 2018 | $1,340,000 | -15.0% | 43,679 | -15.8% | 0.00% | 0.0% |
Q1 2018 | $1,576,000 | -11.1% | 51,896 | -9.0% | 0.00% | 0.0% |
Q4 2017 | $1,772,000 | +13.7% | 57,041 | +218.5% | 0.00% | 0.0% |
Q3 2017 | $1,559,000 | +259.2% | 17,907 | +243.7% | 0.00% | – |
Q2 2017 | $434,000 | +3.6% | 5,210 | +1.3% | 0.00% | – |
Q1 2017 | $419,000 | +5.0% | 5,145 | -0.3% | 0.00% | – |
Q4 2016 | $399,000 | +8.7% | 5,163 | +2.4% | 0.00% | – |
Q3 2016 | $367,000 | +11.9% | 5,042 | +7.1% | 0.00% | – |
Q2 2016 | $328,000 | +13.9% | 4,707 | +14.0% | 0.00% | – |
Q1 2016 | $288,000 | -47.6% | 4,130 | -47.9% | 0.00% | – |
Q4 2015 | $550,000 | +1733.3% | 7,933 | +1703.0% | 0.00% | – |
Q3 2014 | $30,000 | 0.0% | 440 | 0.0% | 0.00% | – |
Q2 2014 | $30,000 | +3.4% | 440 | 0.0% | 0.00% | – |
Q1 2014 | $29,000 | +3.6% | 440 | 0.0% | 0.00% | – |
Q4 2013 | $28,000 | -9.7% | 440 | -17.3% | 0.00% | – |
Q3 2013 | $31,000 | +3.3% | 532 | 0.0% | 0.00% | – |
Q2 2013 | $30,000 | – | 532 | – | 0.00% | – |
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% |