WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 94 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $56,597,363 | -6.6% | 1,237,100 | -4.7% | 0.01% | 0.0% |
Q2 2023 | $60,621,646 | -1.7% | 1,297,830 | -8.0% | 0.01% | -14.3% |
Q1 2023 | $61,699,950 | +3.2% | 1,411,252 | -1.9% | 0.01% | 0.0% |
Q4 2022 | $59,797,736 | +61.0% | 1,438,137 | +48.7% | 0.01% | +40.0% |
Q3 2022 | $37,132,000 | -2.4% | 967,222 | +3.7% | 0.01% | 0.0% |
Q2 2022 | $38,051,000 | -11.3% | 932,628 | +5.1% | 0.01% | -16.7% |
Q1 2022 | $42,901,000 | +2.2% | 887,110 | +6.4% | 0.01% | +20.0% |
Q4 2021 | $41,983,000 | +11.6% | 833,657 | +1.9% | 0.01% | 0.0% |
Q3 2021 | $37,617,000 | +5.3% | 817,929 | +5.8% | 0.01% | 0.0% |
Q2 2021 | $35,710,000 | +3.9% | 772,782 | -2.6% | 0.01% | 0.0% |
Q1 2021 | $34,383,000 | +6.6% | 793,125 | -1.2% | 0.01% | 0.0% |
Q4 2020 | $32,242,000 | +16.9% | 802,845 | +3.1% | 0.01% | 0.0% |
Q3 2020 | $27,571,000 | +8.5% | 778,399 | +1.6% | 0.01% | -16.7% |
Q2 2020 | $25,419,000 | +20.5% | 766,332 | +2.2% | 0.01% | 0.0% |
Q1 2020 | $21,087,000 | -27.1% | 750,151 | -4.8% | 0.01% | -14.3% |
Q4 2019 | $28,915,000 | +9.2% | 788,103 | -0.2% | 0.01% | 0.0% |
Q3 2019 | $26,482,000 | +1.9% | 789,551 | -0.1% | 0.01% | 0.0% |
Q2 2019 | $25,986,000 | +1.5% | 790,316 | -1.8% | 0.01% | 0.0% |
Q1 2019 | $25,590,000 | +17.7% | 804,966 | +4.4% | 0.01% | 0.0% |
Q4 2018 | $21,736,000 | -21.8% | 770,804 | -9.4% | 0.01% | 0.0% |
Q3 2018 | $27,795,000 | +5.9% | 851,049 | -0.6% | 0.01% | 0.0% |
Q2 2018 | $26,256,000 | -2.6% | 855,808 | -3.6% | 0.01% | 0.0% |
Q1 2018 | $26,964,000 | -0.8% | 887,856 | +1.4% | 0.01% | 0.0% |
Q4 2017 | $27,194,000 | +20.4% | 875,242 | +237.2% | 0.01% | 0.0% |
Q3 2017 | $22,590,000 | +4.3% | 259,524 | -0.1% | 0.01% | 0.0% |
Q2 2017 | $21,655,000 | -48.0% | 259,876 | -49.2% | 0.01% | +16.7% |
Q1 2017 | $41,676,000 | +41.0% | 511,546 | +33.7% | 0.01% | +20.0% |
Q4 2016 | $29,550,000 | +99.9% | 382,466 | +88.4% | 0.01% | 0.0% |
Q3 2016 | $14,785,000 | +4.7% | 202,957 | +0.1% | 0.01% | 0.0% |
Q2 2016 | $14,126,000 | -3.1% | 202,834 | -3.0% | 0.01% | -16.7% |
Q1 2016 | $14,573,000 | -22.2% | 209,080 | -22.6% | 0.01% | -14.3% |
Q4 2015 | $18,742,000 | +87.8% | 270,222 | +77.3% | 0.01% | +75.0% |
Q3 2015 | $9,980,000 | -5.3% | 152,441 | +3.3% | 0.00% | 0.0% |
Q2 2015 | $10,536,000 | -10.4% | 147,636 | -10.1% | 0.00% | 0.0% |
Q1 2015 | $11,753,000 | +36.0% | 164,196 | +36.7% | 0.00% | +33.3% |
Q4 2014 | $8,643,000 | +45.1% | 120,087 | +38.8% | 0.00% | +50.0% |
Q3 2014 | $5,957,000 | +6.5% | 86,508 | +5.5% | 0.00% | 0.0% |
Q2 2014 | $5,596,000 | +9.3% | 82,025 | +5.0% | 0.00% | 0.0% |
Q1 2014 | $5,120,000 | +58.8% | 78,106 | +56.1% | 0.00% | +100.0% |
Q4 2013 | $3,225,000 | +16.6% | 50,021 | +6.0% | 0.00% | 0.0% |
Q3 2013 | $2,766,000 | +7.3% | 47,205 | +3.0% | 0.00% | 0.0% |
Q2 2013 | $2,579,000 | – | 45,851 | – | 0.00% | – |
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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% |