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 | $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 | $297,000 | – | 11,925 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meditor Group Ltd | 60,700 | $2,488,700 | 3.11% |
| Leibman Financial Services, Inc. | 77,773 | $3,188,677 | 2.65% |
| Lowe Wealth Advisors, LLC | 18,850 | $772,850 | 0.38% |
| Harbour Capital Advisors, LLC | 13,263 | $543,252 | 0.15% |
| Westwind Capital | 10,190 | $418 | 0.11% |
| BALDWIN BROTHERS LLC/MA | 5,388 | $220,908 | 0.02% |
| Diversified Trust Co | 8,560 | $350,960 | 0.01% |
| Bartlett & Co. LLC | 4,100 | $169 | 0.00% |