WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 114 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 23.71 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $3,324,000 | -2.5% | 91,125 | 0.0% | 0.03% | -6.7% |
| Q3 2021 | $3,408,000 | +10.5% | 91,125 | 0.0% | 0.03% | +11.1% |
| Q2 2021 | $3,085,000 | -24.8% | 91,125 | -30.0% | 0.03% | -28.9% |
| Q1 2021 | $4,102,000 | +7.9% | 130,125 | 0.0% | 0.04% | -5.0% |
| Q4 2020 | $3,801,000 | +23.8% | 130,125 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $3,071,000 | +17.8% | 130,125 | 0.0% | 0.04% | +8.1% |
| Q2 2020 | $2,606,000 | +26.1% | 130,125 | +2.0% | 0.04% | +2.8% |
| Q1 2020 | $2,067,000 | -33.4% | 127,575 | +2.3% | 0.04% | -12.2% |
| Q4 2019 | $3,104,000 | +115.4% | 124,700 | +106.5% | 0.04% | +105.0% |
| Q3 2019 | $1,441,000 | – | 60,400 | – | 0.02% | – |
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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% |