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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $669,000 | -7.6% | 25,252 | -13.7% | 0.00% | 0.0% |
| Q4 2018 | $724,000 | +194.3% | 29,253 | +185.3% | 0.00% | +200.0% |
| Q3 2018 | $246,000 | -4.7% | 10,253 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $258,000 | -57.3% | 10,253 | -55.4% | 0.00% | – |
| Q1 2018 | $604,000 | +91.1% | 22,990 | +84.0% | 0.00% | -100.0% |
| Q3 2017 | $316,000 | +25.4% | 12,493 | +21.5% | 0.00% | 0.0% |
| Q2 2017 | $252,000 | -35.7% | 10,286 | -36.6% | 0.00% | 0.0% |
| Q1 2017 | $392,000 | -74.4% | 16,236 | -78.6% | 0.00% | -75.0% |
| Q4 2016 | $1,533,000 | -94.0% | 75,863 | -93.6% | 0.00% | -94.4% |
| Q3 2016 | $25,756,000 | +43.2% | 1,191,847 | +33.5% | 0.07% | +22.0% |
| Q2 2016 | $17,984,000 | +1224.3% | 892,535 | +1172.9% | 0.06% | +1080.0% |
| Q1 2016 | $1,358,000 | -67.4% | 70,116 | -66.6% | 0.01% | -58.3% |
| Q4 2015 | $4,171,000 | +6.1% | 209,975 | +7.9% | 0.01% | -7.7% |
| Q3 2015 | $3,931,000 | -95.7% | 194,555 | -95.4% | 0.01% | -95.0% |
| Q2 2015 | $92,276,000 | +1039.2% | 4,233,731 | +1093.9% | 0.26% | +900.0% |
| Q1 2015 | $8,100,000 | +18.6% | 354,608 | +14.4% | 0.03% | +36.8% |
| Q4 2014 | $6,832,000 | +6.7% | 310,064 | +6.2% | 0.02% | +11.8% |
| Q3 2014 | $6,401,000 | +98.4% | 292,074 | +103.5% | 0.02% | +1600.0% |
| Q2 2014 | $3,227,000 | -72.3% | 143,556 | -76.7% | 0.00% | -66.7% |
| Q1 2014 | $11,655,000 | +214.2% | 616,751 | +189.1% | 0.00% | -82.4% |
| Q4 2013 | $3,710,000 | +81.3% | 213,365 | +59.7% | 0.02% | +41.7% |
| Q3 2013 | $2,046,000 | +171.4% | 133,600 | +186.1% | 0.01% | +100.0% |
| Q2 2013 | $754,000 | – | 46,700 | – | 0.01% | – |
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% |