WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 173 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 1.49 and the average weighting 0.2%.
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RAYMOND JAMES & ASSOCIATES | 75,624 | $2,779,942 | 0.00% |
OSAIC HOLDINGS, INC. | 29,480 | $1,083,673 | 0.00% |
Parallel Advisors, LLC | 1,517 | $55,796 | 0.00% |
CIBC Private Wealth Group, LLC | 21,585 | $793,465 | 0.00% |
CITIGROUP INC | 83,937 | $3,085,524 | 0.00% |
HSBC HOLDINGS PLC | 48,255 | $1,805,002 | 0.00% |
BLAIR WILLIAM & CO/IL | 16,981 | $624,222 | 0.00% |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 191,361 | $7,034,430 | 0.00% |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 220 | $8,087 | 0.00% |
BlackRock Inc. | 1,535,488 | $56,444,538 | 0.00% |
Cambridge Investment Research Advisors, Inc. | 9,583 | $352 | 0.00% |
Rockefeller Capital Management L.P. | 14,978 | $550,612 | 0.00% |
Geneos Wealth Management Inc. | 994 | $36,539 | 0.00% |
J.P. Morgan Private Wealth Advisors LLC | 8,981 | $330,142 | 0.00% |
BANK OF AMERICA CORP /DE/ | 251,045 | $9,228,403 | 0.00% |
Cutler Group LLC / CA | 3,700 | $8 | 0.00% |
Retirement Group, LLC | 75 | $2,757 | 0.00% |
IFP Advisors, Inc | 500 | $18,380 | 0.00% |
Creative Planning | 20,251 | $744,420 | 0.00% |
COMMONWEALTH EQUITY SERVICES, LLC | 7,788 | $286 | 0.00% |
External links
This page lists WISDOMTREE TR's shareholders in Q3 2023. To view WISDOMTREE TR's shareholder history, click here.