WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 135 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.23 and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Meditor Group Ltd | 60,700 | $2,488,700 | 3.11% |
| Leibman Financial Services, Inc. | 77,773 | $3,188,677 | 2.65% |
| Lowe Wealth Advisors, LLC | 18,850 | $772,850 | 0.38% |
| Harbour Capital Advisors, LLC | 13,263 | $543,252 | 0.15% |
| Westwind Capital | 10,190 | $418 | 0.11% |
| BALDWIN BROTHERS LLC/MA | 5,388 | $220,908 | 0.02% |
| Diversified Trust Co | 8,560 | $350,960 | 0.01% |
| Bartlett & Co. LLC | 4,100 | $169 | 0.00% |