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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24 | +9.1% | 641 | 0.0% | 0.00% | – |
| Q2 2023 | $22 | +10.0% | 641 | 0.0% | 0.00% | – |
| Q1 2023 | $20 | -9.1% | 641 | -2.9% | 0.00% | – |
| Q4 2022 | $22 | -99.9% | 660 | +6.1% | 0.00% | – |
| Q3 2022 | $19,000 | +5.6% | 622 | 0.0% | 0.00% | – |
| Q2 2022 | $18,000 | -18.2% | 622 | 0.0% | 0.00% | – |
| Q1 2022 | $22,000 | +4.8% | 622 | +7.8% | 0.00% | – |
| Q4 2021 | $21,000 | -74.1% | 577 | -85.6% | 0.00% | – |
| Q4 2016 | $81,000 | +2600.0% | 3,995 | +2477.4% | 0.00% | – |
| Q1 2016 | $3,000 | -66.7% | 155 | -67.4% | 0.00% | – |
| Q4 2015 | $9,000 | 0.0% | 475 | 0.0% | 0.00% | – |
| Q3 2015 | $9,000 | – | 475 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 966,801 | $19,529,000 | 5.11% |
| Meditor Group Ltd | 670,000 | $13,534,000 | 3.34% |
| Barry Investment Advisors, LLC | 461,931 | $9,331,000 | 3.26% |
| Bedell Frazier Investment Counselling, LLC | 255,510 | $5,161,000 | 2.03% |
| GLOBEFLEX CAPITAL L P | 388,754 | $7,853,000 | 1.96% |
| Migdal Insurance & Financial Holdings Ltd. | 3,585,369 | $72,424,000 | 1.84% |
| CUMBERLAND ADVISORS INC | 91,320 | $1,845,000 | 1.32% |
| One Capital Management, LLC | 172,571 | $3,486,000 | 1.11% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 2,963,297 | $59,859,000 | 1.05% |
| Richard Bernstein Advisors LLC | 536,100 | $10,829,000 | 0.91% |