PARK AVENUE SECURITIES LLC - WISDOMTREE TR ownership

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
PARK AVENUE SECURITIES LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,044
+15.5%
55,612
+9.4%
0.03%
+14.3%
Q2 2023$1,769
+31.1%
50,827
+18.8%
0.03%
+21.7%
Q1 2023$1,349
-99.9%
42,770
+12.3%
0.02%
+4.5%
Q4 2022$1,241,000
-99.9%
38,088
+18.4%
0.02%
+10.0%
Q3 2022$982,000,000
+119802.3%
32,156
+16.5%
0.02%
+25.0%
Q2 2022$819,000
-6.3%
27,603
+13.7%
0.02%
+6.7%
Q1 2022$874,000
-99.9%
24,282
+17.6%
0.02%
+15.4%
Q4 2021$753,000,000
+253435.4%
20,642
+73.1%
0.01%
+8.3%
Q4 2019$297,00011,9250.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
New Vernon Capital Holdings II LLC 159,553$4,873,0005.08%
Meditor Group Ltd 213,800$6,529,0004.34%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 122,499$3,708,0003.60%
Carmel Capital Management L.L.C. 80,905$2,471,0001.61%
Money Design Co.,Ltd. 1,155,676$17,664,6471.49%
Karp Capital Management Corp 159,752$4,879,0000.92%
Strategic Wealth Investment Group, LLC 99,588$3,041,0000.87%
GSB Wealth Management, LLC 65,674$2,006,0000.73%
Viewpoint Capital Management LLC 23,972$732,0000.72%
DRIEHAUS CAPITAL MANAGEMENT LLC 1,506,319$46,003,0000.70%
View complete list of WISDOMTREE TR shareholders