WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 8 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,867 | +67.6% | 105,200 | +58.7% | 0.01% | +133.3% |
| Q2 2023 | $2,307 | +669.0% | 66,300 | +597.9% | 0.00% | – |
| Q1 2023 | $300 | -86.8% | 9,500 | -86.4% | 0.00% | -100.0% |
| Q4 2022 | $2,281 | -99.7% | 70,000 | +230.2% | 0.00% | +200.0% |
| Q1 2022 | $763,000 | -4.5% | 21,200 | -3.2% | 0.00% | 0.0% |
| Q4 2021 | $799,000 | -71.2% | 21,900 | -70.4% | 0.00% | -75.0% |
| Q3 2021 | $2,771,000 | -34.1% | 74,100 | -40.3% | 0.00% | -20.0% |
| Q2 2021 | $4,202,000 | +22.2% | 124,100 | +13.7% | 0.01% | +25.0% |
| Q1 2021 | $3,439,000 | +194.7% | 109,100 | +143.5% | 0.00% | +300.0% |
| Q2 2019 | $1,167,000 | -63.3% | 44,800 | -60.7% | 0.00% | -75.0% |
| Q4 2017 | $3,177,000 | – | 114,100 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New Vernon Capital Holdings II LLC | 211,153 | $7,761,984 | 6.73% |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 122,499 | $4,536,015 | 3.93% |
| Black Swift Group, LLC | 267,524 | $9,834,182 | 3.21% |
| Whitaker-Myers Wealth Managers, LTD. | 138,189 | $5,079,828 | 3.15% |
| Meditor Group Ltd | 60,700 | $2,231,332 | 2.89% |
| Carmel Capital Management L.L.C. | 91,655 | $3,369,238 | 1.91% |
| Randolph Co Inc | 214,785 | $7,895,497 | 1.27% |
| Ferguson Shapiro LLC | 61,098 | $2,245,962 | 1.24% |
| Redhawk Wealth Advisors, Inc. | 95,100 | $3,495,893 | 1.16% |
| Money Design Co.,Ltd. | 473,471 | $17,405 | 1.06% |