WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 59 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
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. | 1,622,884 | $74,634,000 | 18.70% |
| JD Financial Services Inc. | 271,736 | $12,497,000 | 11.40% |
| BEACON FINANCIAL GROUP | 654,339 | $30,512,000 | 4.09% |
| DAIDO LIFE INSURANCE CO | 549,372 | $25,266,000 | 1.53% |
| Financial Gravity Asset Management, Inc. | 54,157 | $2,491,000 | 1.17% |
| CGN Advisors LLC | 77,979 | $3,586,000 | 1.17% |
| Truadvice, LLC | 22,961 | $1,135,000 | 1.04% |
| Marietta Wealth Management, LLC | 87,374 | $4,018,000 | 0.88% |
| Relative Value Partners Group, LLC | 217,946 | $10,023,000 | 0.75% |
| Insight Advisors, LLC/ PA | 47,649 | $2,345,000 | 0.70% |