EPS — WISDOMTREE TR

Ownership history in Systelligence, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Systelligence, LLC reported a position in WISDOMTREE TR (EPS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.23% (2025 Q3)
Avg. % of fund
2.48%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 214,877 -32,013 -13.0% 2.90% $15.2M $70.86
2025 Q3 ADDED 246,890 +135,704 +122.1% 3.23% $17.0M $68.71
2025 Q2 INITIATED 111,186 — — 1.32% $7.1M $63.58
% of Fund (quarterly)    EPS price (monthly, adj. close)

Other funds also holding EPS

As of 2025 Q4 — sorted by position size

Team Financial Group, LLC 14.39% Garrett Wealth Advisory Group, LLC 3Y 7Y 11.02% WIN ADVISORS, INC 3Y 4.31% TopTier Wealth Management, LLC 3.86% WealthPoint Financial, LLC 2.14% VISTA INVESTMENT MANAGEMENT 3Y 7Y 2.03% WealthPlan Investment Management, LLC 3Y 1.05% Maia Wealth LLC 0.86% Marietta Wealth Management, LLC 3Y 7Y 0.81% Per Stirling Capital Management, LLC. 3Y 0.57%
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