WISDOMTREE TR shareholders Q3 2023

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%.

WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
RAYMOND JAMES & ASSOCIATES 75,624$2,779,9420.00%
OSAIC HOLDINGS, INC. 29,480$1,083,6730.00%
Parallel Advisors, LLC 1,517$55,7960.00%
CIBC Private Wealth Group, LLC 21,585$793,4650.00%
CITIGROUP INC 83,937$3,085,5240.00%
HSBC HOLDINGS PLC 48,255$1,805,0020.00%
BLAIR WILLIAM & CO/IL 16,981$624,2220.00%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 191,361$7,034,4300.00%
KELLY LAWRENCE W & ASSOCIATES INC/CA 220$8,0870.00%
BlackRock Inc. 1,535,488$56,444,5380.00%
Cambridge Investment Research Advisors, Inc. 9,583$3520.00%
Rockefeller Capital Management L.P. 14,978$550,6120.00%
Geneos Wealth Management Inc. 994$36,5390.00%
J.P. Morgan Private Wealth Advisors LLC 8,981$330,1420.00%
BANK OF AMERICA CORP /DE/ 251,045$9,228,4030.00%
Cutler Group LLC / CA 3,700$80.00%
Retirement Group, LLC 75$2,7570.00%
IFP Advisors, Inc 500$18,3800.00%
Creative Planning 20,251$744,4200.00%
COMMONWEALTH EQUITY SERVICES, LLC 7,788$2860.00%
External links

This page lists WISDOMTREE TR's shareholders in Q3 2023. To view WISDOMTREE TR's shareholder history, click here.