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 ↓ |
|---|---|---|---|
| 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% |