WISDOMTREE TR shareholders Q3 2023

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 108 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,500,452$68,645,66217.13%
Team Financial Group, LLC 396,637$18,146,16314.99%
Garrett Wealth Advisory Group, LLC 584,405$26,736,64212.17%
KLR INVESTMENT ADVISORS, LLC 55,675$2,434,1092.21%
VISTA INVESTMENT MANAGEMENT 77,133$3,528,8351.85%
Financial Gravity Asset Management, Inc. 3,042,548$124,217,5731.37%
Insight Advisors, LLC/ PA 80,284$3,672,9930.84%
Marietta Wealth Management, LLC 85,346$3,904,5660.78%
Redwood Financial Network Corp 12,396$567,1200.60%
Relative Value Partners Group, LLC 165,828$7,586,6500.51%
IFS Advisors, LLC 5,063$231,6320.43%
Private Advisor Group, LLC 945,714$43,266,5080.39%
NewSquare Capital LLC 79,120$3,619,7400.38%
Essential Planning, LLC. 14,224$650,7260.36%
Melone Private Wealth, LLC 10,954$501,1590.36%
Moloney Securities Asset Management, LLC 41,117$1,881,0820.34%
Family Capital Management, Inc. 10,000$457,5000.30%
BEACON FINANCIAL GROUP 44,294$2,1150.30%
Herold Advisors, Inc. 21,050$963,0380.29%
Patriot Financial Group Insurance Agency, LLC 29,616$1,354,9420.28%
External links

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