WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 134 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,709,356 | +95.2% | 128,111 | +84.8% | 0.01% | +100.0% |
| Q2 2023 | $2,412,408 | +25.2% | 69,322 | +13.5% | 0.00% | 0.0% |
| Q1 2023 | $1,926,621 | +18.1% | 61,085 | +22.1% | 0.00% | +50.0% |
| Q4 2022 | $1,630,964 | +2977.3% | 50,045 | +2824.9% | 0.00% | – |
| Q3 2022 | $53,000 | +165.0% | 1,711 | +166.1% | 0.00% | – |
| Q2 2022 | $20,000 | -13.0% | 643 | 0.0% | 0.00% | – |
| Q1 2022 | $23,000 | +76.9% | 643 | -20.6% | 0.00% | – |
| Q1 2020 | $13,000 | +225.0% | 810 | +495.6% | 0.00% | – |
| Q1 2019 | $4,000 | -42.9% | 136 | -52.3% | 0.00% | – |
| Q3 2018 | $7,000 | +250.0% | 285 | +270.1% | 0.00% | – |
| Q3 2017 | $2,000 | -98.5% | 77 | -98.8% | 0.00% | -100.0% |
| Q2 2016 | $130,000 | +1757.1% | 6,465 | +1841.4% | 0.00% | – |
| Q2 2014 | $7,000 | – | 333 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 966,801 | $19,529,000 | 5.11% |
| Meditor Group Ltd | 670,000 | $13,534,000 | 3.34% |
| Barry Investment Advisors, LLC | 461,931 | $9,331,000 | 3.26% |
| Bedell Frazier Investment Counselling, LLC | 255,510 | $5,161,000 | 2.03% |
| GLOBEFLEX CAPITAL L P | 388,754 | $7,853,000 | 1.96% |
| Migdal Insurance & Financial Holdings Ltd. | 3,585,369 | $72,424,000 | 1.84% |
| CUMBERLAND ADVISORS INC | 91,320 | $1,845,000 | 1.32% |
| One Capital Management, LLC | 172,571 | $3,486,000 | 1.11% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 2,963,297 | $59,859,000 | 1.05% |
| Richard Bernstein Advisors LLC | 536,100 | $10,829,000 | 0.91% |