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 | $1,254,308 | +12.0% | 34,122 | +6.0% | 0.02% | +14.3% |
| Q2 2023 | $1,120,416 | +5.4% | 32,196 | -4.5% | 0.01% | 0.0% |
| Q1 2023 | $1,063,144 | +1.0% | 33,708 | +4.4% | 0.01% | -6.7% |
| Q4 2022 | $1,052,291 | +14.4% | 32,289 | +7.2% | 0.02% | 0.0% |
| Q3 2022 | $920,000 | -1.7% | 30,127 | -4.6% | 0.02% | +7.1% |
| Q2 2022 | $936,000 | -14.3% | 31,567 | +4.1% | 0.01% | -6.7% |
| Q1 2022 | $1,092,000 | +28.3% | 30,316 | +20.6% | 0.02% | +7.1% |
| Q2 2021 | $851,000 | +11.2% | 25,130 | +3.6% | 0.01% | 0.0% |
| Q1 2021 | $765,000 | +2.7% | 24,267 | -4.9% | 0.01% | 0.0% |
| Q4 2020 | $745,000 | +243.3% | 25,520 | +177.6% | 0.01% | +250.0% |
| Q3 2020 | $217,000 | -1.4% | 9,193 | -32.4% | 0.00% | -20.0% |
| Q1 2020 | $220,000 | -86.7% | 13,607 | -79.5% | 0.01% | -83.9% |
| Q4 2019 | $1,654,000 | -18.7% | 66,440 | -22.1% | 0.03% | -24.4% |
| Q3 2019 | $2,034,000 | -13.2% | 85,273 | -5.2% | 0.04% | -14.6% |
| Q2 2019 | $2,344,000 | +244.2% | 89,938 | +247.5% | 0.05% | +220.0% |
| Q1 2019 | $681,000 | +11.8% | 25,879 | +5.4% | 0.02% | 0.0% |
| Q4 2018 | $609,000 | -12.1% | 24,562 | -14.6% | 0.02% | +7.1% |
| Q3 2018 | $693,000 | -14.4% | 28,756 | -10.6% | 0.01% | -22.2% |
| Q2 2018 | $810,000 | -9.7% | 32,165 | -6.0% | 0.02% | -10.0% |
| Q1 2018 | $897,000 | -57.5% | 34,220 | -54.9% | 0.02% | -56.5% |
| Q4 2017 | $2,113,000 | +14.3% | 75,910 | +3.4% | 0.05% | +7.0% |
| Q3 2017 | $1,848,000 | +6.1% | 73,408 | +3.3% | 0.04% | 0.0% |
| Q2 2017 | $1,742,000 | +57.5% | 71,088 | +55.1% | 0.04% | +53.6% |
| Q1 2017 | $1,106,000 | +44.8% | 45,822 | +21.1% | 0.03% | +27.3% |
| Q4 2016 | $764,000 | -32.1% | 37,834 | -27.3% | 0.02% | -31.2% |
| Q3 2016 | $1,126,000 | +0.2% | 52,073 | -6.4% | 0.03% | -5.9% |
| Q2 2016 | $1,124,000 | -37.9% | 55,657 | -40.0% | 0.03% | -40.4% |
| Q1 2016 | $1,809,000 | +34.7% | 92,700 | +37.1% | 0.06% | +29.5% |
| Q4 2015 | $1,343,000 | -30.4% | 67,615 | -30.2% | 0.04% | -34.3% |
| Q3 2015 | $1,930,000 | -10.1% | 96,875 | -2.2% | 0.07% | -1.5% |
| Q2 2015 | $2,146,000 | -16.8% | 99,036 | -12.5% | 0.07% | -17.1% |
| Q1 2015 | $2,580,000 | +16.3% | 113,162 | +12.5% | 0.08% | +13.9% |
| Q4 2014 | $2,218,000 | -15.8% | 100,593 | -16.3% | 0.07% | -21.7% |
| Q3 2014 | $2,634,000 | -2.2% | 120,235 | +0.3% | 0.09% | -4.2% |
| Q2 2014 | $2,694,000 | +57.2% | 119,873 | +32.6% | 0.10% | +52.4% |
| Q1 2014 | $1,714,000 | +8.7% | 90,425 | -0.0% | 0.06% | +1.6% |
| Q4 2013 | $1,577,000 | +13.0% | 90,452 | -0.6% | 0.06% | +3.3% |
| Q3 2013 | $1,395,000 | -27.6% | 91,025 | -23.5% | 0.06% | -31.8% |
| Q2 2013 | $1,926,000 | – | 118,910 | – | 0.09% | – |
Download | ||||||
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% |