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 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New Vernon Capital Holdings II LLC | 159,553 | $4,873,000 | 5.08% |
| Meditor Group Ltd | 213,800 | $6,529,000 | 4.34% |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 122,499 | $3,708,000 | 3.60% |
| Carmel Capital Management L.L.C. | 80,905 | $2,471,000 | 1.61% |
| Money Design Co.,Ltd. | 1,155,676 | $17,664,647 | 1.49% |
| Karp Capital Management Corp | 159,752 | $4,879,000 | 0.92% |
| Strategic Wealth Investment Group, LLC | 99,588 | $3,041,000 | 0.87% |
| GSB Wealth Management, LLC | 65,674 | $2,006,000 | 0.73% |
| Viewpoint Capital Management LLC | 23,972 | $732,000 | 0.72% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1,506,319 | $46,003,000 | 0.70% |