WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 100 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $303,246 | -46.3% | 6,051 | -50.9% | 0.00% | – |
| Q3 2023 | $564,372 | -2.9% | 12,336 | -7.2% | 0.00% | – |
| Q1 2023 | $581,432 | +5.1% | 13,299 | 0.0% | 0.00% | – |
| Q4 2022 | $552,972 | -59.3% | 13,299 | -50.7% | 0.00% | – |
| Q4 2021 | $1,359,000 | +182.0% | 26,995 | +157.7% | 0.00% | – |
| Q3 2021 | $482,000 | -51.2% | 10,474 | -50.9% | 0.00% | – |
| Q2 2021 | $987,000 | +6.6% | 21,350 | 0.0% | 0.00% | – |
| Q1 2021 | $926,000 | +8.1% | 21,350 | 0.0% | 0.00% | – |
| Q4 2020 | $857,000 | -50.3% | 21,350 | -56.2% | 0.00% | – |
| Q3 2020 | $1,725,000 | +161.0% | 48,703 | +107.2% | 0.00% | – |
| Q1 2020 | $661,000 | -46.6% | 23,501 | -36.3% | 0.00% | – |
| Q3 2019 | $1,237,000 | +29.0% | 36,872 | +26.5% | 0.00% | – |
| Q2 2019 | $959,000 | -14.5% | 29,156 | -17.3% | 0.00% | – |
| Q1 2019 | $1,121,000 | +12.7% | 35,271 | 0.0% | 0.00% | – |
| Q4 2018 | $995,000 | -13.6% | 35,271 | 0.0% | 0.00% | – |
| Q3 2018 | $1,152,000 | +6.5% | 35,271 | 0.0% | 0.00% | – |
| Q2 2018 | $1,082,000 | -23.3% | 35,271 | -24.1% | 0.00% | – |
| Q1 2018 | $1,411,000 | -2.3% | 46,473 | 0.0% | 0.00% | – |
| Q4 2017 | $1,444,000 | -2.6% | 46,473 | +173.0% | 0.00% | – |
| Q3 2017 | $1,482,000 | +4.4% | 17,023 | 0.0% | 0.00% | – |
| Q2 2017 | $1,419,000 | +2.3% | 17,023 | 0.0% | 0.00% | – |
| Q1 2017 | $1,387,000 | +1.3% | 17,023 | -3.9% | 0.00% | – |
| Q4 2016 | $1,369,000 | +56.3% | 17,715 | +47.4% | 0.00% | – |
| Q3 2016 | $876,000 | +4.7% | 12,018 | 0.0% | 0.00% | – |
| Q2 2016 | $837,000 | -7.7% | 12,018 | -7.7% | 0.00% | – |
| Q1 2016 | $907,000 | -6.2% | 13,020 | -6.6% | 0.00% | – |
| Q4 2015 | $967,000 | +5.9% | 13,943 | 0.0% | 0.00% | – |
| Q3 2015 | $913,000 | -8.2% | 13,943 | 0.0% | 0.00% | – |
| Q2 2015 | $995,000 | -0.3% | 13,943 | 0.0% | 0.00% | – |
| Q1 2015 | $998,000 | – | 13,943 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,682,287 | $84,716,000 | 19.53% |
| JD Financial Services Inc. | 281,271 | $14,165,000 | 11.67% |
| BEACON FINANCIAL GROUP | 651,219 | $33,062,000 | 4.30% |
| WIN ADVISORS, INC | 358,253 | $18,042,000 | 4.13% |
| DAIDO LIFE INSURANCE CO | 549,372 | $27,666,000 | 1.53% |
| CGN Advisors LLC | 85,568 | $4,309,000 | 1.12% |
| Insight Advisors, LLC/ PA | 74,598 | $3,757,000 | 1.11% |
| Truadvice, LLC | 23,282 | $1,129,000 | 1.06% |
| IHT Wealth Management, LLC | 285,063 | $14,356,000 | 1.06% |
| Marietta Wealth Management, LLC | 85,730 | $4,317,000 | 0.87% |