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 2014 | $678,000 | -82.6% | 30,935 | -82.1% | 0.84% | -80.3% |
| Q2 2014 | $3,888,000 | +18.8% | 173,026 | +0.2% | 4.28% | +40.6% |
| Q1 2014 | $3,274,000 | -47.1% | 172,703 | -51.3% | 3.04% | -26.6% |
| Q4 2013 | $6,184,000 | +511.1% | 354,579 | +436.7% | 4.14% | +798.9% |
| Q3 2013 | $1,012,000 | -17.0% | 66,061 | -12.3% | 0.46% | +2.0% |
| Q2 2013 | $1,220,000 | – | 75,317 | – | 0.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New Vernon Capital Holdings II LLC | 211,153 | $7,761,984 | 6.73% |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 122,499 | $4,536,015 | 3.93% |
| Black Swift Group, LLC | 267,524 | $9,834,182 | 3.21% |
| Whitaker-Myers Wealth Managers, LTD. | 138,189 | $5,079,828 | 3.15% |
| Meditor Group Ltd | 60,700 | $2,231,332 | 2.89% |
| Carmel Capital Management L.L.C. | 91,655 | $3,369,238 | 1.91% |
| Randolph Co Inc | 214,785 | $7,895,497 | 1.27% |
| Ferguson Shapiro LLC | 61,098 | $2,245,962 | 1.24% |
| Redhawk Wealth Advisors, Inc. | 95,100 | $3,495,893 | 1.16% |
| Money Design Co.,Ltd. | 473,471 | $17,405 | 1.06% |