WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 123 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 16.91 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $765,600 | +10.3% | 22,000 | 0.0% | 0.04% | +2.9% |
| Q1 2023 | $693,880 | -35.1% | 22,000 | -37.1% | 0.04% | -18.6% |
| Q3 2022 | $1,069,000 | +3.0% | 35,000 | 0.0% | 0.04% | +19.4% |
| Q2 2022 | $1,038,000 | -18.8% | 35,000 | 0.0% | 0.04% | -5.3% |
| Q4 2021 | $1,278,000 | -2.4% | 35,000 | 0.0% | 0.04% | -45.7% |
| Q3 2021 | $1,309,000 | +10.5% | 35,000 | 0.0% | 0.07% | +20.7% |
| Q2 2021 | $1,185,000 | +7.4% | 35,000 | 0.0% | 0.06% | -28.4% |
| Q1 2021 | $1,103,000 | +8.5% | 35,000 | 0.0% | 0.08% | +76.1% |
| Q4 2020 | $1,017,000 | +23.1% | 35,000 | 0.0% | 0.05% | +9.5% |
| Q3 2020 | $826,000 | +17.8% | 35,000 | 0.0% | 0.04% | +7.7% |
| Q2 2020 | $701,000 | +23.6% | 35,000 | 0.0% | 0.04% | -11.4% |
| Q1 2020 | $567,000 | -42.0% | 35,000 | -11.2% | 0.04% | -12.0% |
| Q4 2019 | $978,000 | +4.0% | 39,400 | 0.0% | 0.05% | -2.0% |
| Q3 2019 | $940,000 | -4.0% | 39,400 | 0.0% | 0.05% | +15.9% |
| Q1 2019 | $979,000 | 0.0% | 39,400 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $979,000 | +2.2% | 39,400 | -0.9% | 0.04% | -20.0% |
| Q3 2018 | $958,000 | -4.3% | 39,750 | 0.0% | 0.06% | -48.1% |
| Q2 2018 | $1,001,000 | -29.0% | 39,750 | -26.0% | 0.11% | +1077.8% |
| Q1 2018 | $1,409,000 | +19.8% | 53,750 | +12.0% | 0.01% | -93.5% |
| Q2 2017 | $1,176,000 | +132.0% | 48,000 | +128.6% | 0.14% | +130.0% |
| Q1 2017 | $507,000 | -67.1% | 21,000 | -72.5% | 0.06% | -67.9% |
| Q4 2016 | $1,543,000 | +19.3% | 76,400 | +27.8% | 0.19% | +28.1% |
| Q3 2016 | $1,293,000 | -20.4% | 59,800 | -25.7% | 0.15% | -45.7% |
| Q2 2016 | $1,625,000 | – | 80,500 | – | 0.27% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Barry Investment Advisors, LLC | 453,987 | $9,093,000 | 3.22% |
| ING GROEP NV | 2,195,958 | $43,985,000 | 1.89% |
| Strategic Wealth Investment Group, LLC | 93,240 | $1,868,000 | 1.83% |
| Meditor Group Ltd | 400,000 | $8,012,000 | 1.68% |
| Money Design Co.,Ltd. | 540,013 | $10,816,000 | 1.54% |
| GLOBEFLEX CAPITAL L P | 244,365 | $4,895,000 | 1.24% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1,649,988 | $33,049,000 | 0.80% |
| Millburn Ridgefield Corp | 405,451 | $8,121,000 | 0.54% |
| Lowe Wealth Advisors, LLC | 35,825 | $718,000 | 0.42% |
| Catalyst Capital Advisors LLC | 405,317 | $8,119,000 | 0.42% |