WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 110 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is 15.16 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,779,942 | +94.0% | 75,624 | +83.7% | 0.00% | +100.0% |
| Q2 2023 | $1,432,754 | +28.1% | 41,171 | +16.1% | 0.00% | 0.0% |
| Q1 2023 | $1,118,237 | -4.4% | 35,455 | -1.2% | 0.00% | 0.0% |
| Q4 2022 | $1,169,609 | +6.2% | 35,889 | -0.4% | 0.00% | 0.0% |
| Q3 2022 | $1,101,000 | -4.0% | 36,036 | -6.8% | 0.00% | 0.0% |
| Q2 2022 | $1,147,000 | -20.3% | 38,661 | -3.3% | 0.00% | 0.0% |
| Q1 2022 | $1,439,000 | -7.8% | 39,968 | -6.6% | 0.00% | 0.0% |
| Q4 2021 | $1,561,000 | -8.2% | 42,791 | -5.9% | 0.00% | -50.0% |
| Q3 2021 | $1,700,000 | +10.6% | 45,457 | +0.1% | 0.00% | +100.0% |
| Q2 2021 | $1,537,000 | +10.0% | 45,401 | +2.4% | 0.00% | 0.0% |
| Q1 2021 | $1,397,000 | +3.5% | 44,336 | -4.0% | 0.00% | 0.0% |
| Q4 2020 | $1,350,000 | +8.3% | 46,204 | -12.5% | 0.00% | -50.0% |
| Q3 2020 | $1,246,000 | +17.0% | 52,782 | -0.7% | 0.00% | +100.0% |
| Q2 2020 | $1,065,000 | +30.2% | 53,154 | +5.3% | 0.00% | 0.0% |
| Q1 2020 | $818,000 | -40.6% | 50,469 | -8.8% | 0.00% | -50.0% |
| Q4 2019 | $1,377,000 | +6.2% | 55,314 | +1.7% | 0.00% | 0.0% |
| Q3 2019 | $1,297,000 | -32.1% | 54,380 | -25.8% | 0.00% | -33.3% |
| Q2 2019 | $1,911,000 | -19.0% | 73,334 | -18.2% | 0.00% | -25.0% |
| Q1 2019 | $2,360,000 | +15.6% | 89,613 | +8.8% | 0.00% | 0.0% |
| Q4 2018 | $2,042,000 | -61.4% | 82,342 | -62.5% | 0.00% | -50.0% |
| Q3 2018 | $5,296,000 | -0.3% | 219,642 | +4.1% | 0.01% | -11.1% |
| Q2 2018 | $5,310,000 | -11.1% | 210,983 | -7.3% | 0.01% | -18.2% |
| Q1 2018 | $5,971,000 | -3.0% | 227,712 | +2.9% | 0.01% | 0.0% |
| Q4 2017 | $6,158,000 | +18.4% | 221,204 | +7.1% | 0.01% | +10.0% |
| Q3 2017 | $5,201,000 | -22.1% | 206,611 | -24.1% | 0.01% | -28.6% |
| Q2 2017 | $6,676,000 | +16.5% | 272,341 | +14.7% | 0.01% | +7.7% |
| Q1 2017 | $5,730,000 | +106.6% | 237,442 | +72.9% | 0.01% | +85.7% |
| Q4 2016 | $2,774,000 | -8.6% | 137,316 | -2.2% | 0.01% | -12.5% |
| Q3 2016 | $3,036,000 | +15.7% | 140,440 | +8.1% | 0.01% | 0.0% |
| Q2 2016 | $2,624,000 | -6.9% | 129,962 | -10.0% | 0.01% | -20.0% |
| Q1 2016 | $2,819,000 | +11.8% | 144,477 | +13.8% | 0.01% | +11.1% |
| Q4 2015 | $2,521,000 | +7.7% | 126,944 | +8.1% | 0.01% | -10.0% |
| Q3 2015 | $2,340,000 | -15.2% | 117,486 | -7.7% | 0.01% | -9.1% |
| Q2 2015 | $2,760,000 | +42.1% | 127,346 | +49.5% | 0.01% | +22.2% |
| Q1 2015 | $1,942,000 | +20.5% | 85,154 | +16.5% | 0.01% | +12.5% |
| Q4 2014 | $1,612,000 | – | 73,102 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meditor Group Ltd | 213,800 | $6,967,742 | 4.71% |
| New Vernon Capital Holdings II LLC | 159,553 | $5,199,832 | 4.19% |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 122,499 | $4,021,922 | 3.80% |
| Carmel Capital Management L.L.C. | 80,905 | $2,636,694 | 1.63% |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 243,900 | $7,948,701 | 1.16% |
| Money Design Co.,Ltd. | 1,032,798 | $33,658 | 1.15% |
| BECK CAPITAL MANAGEMENT, LLC | 79,049 | $2,576,207 | 1.08% |
| GSB Wealth Management, LLC | 68,994 | $2,248,514 | 0.80% |
| Strategic Wealth Investment Group, LLC | 99,713 | $3,336,402 | 0.77% |
| Viewpoint Capital Management LLC | 23,972 | $781,247 | 0.76% |