WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 131 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $513,427 | -88.6% | 13,967 | -89.2% | 0.00% | -100.0% |
| Q2 2023 | $4,497,622 | +92177.8% | 129,242 | -16.4% | 0.00% | 0.0% |
| Q1 2023 | $4,874 | +64.2% | 154,513 | +69.6% | 0.00% | +100.0% |
| Q4 2022 | $2,968 | -99.9% | 91,080 | +9.7% | 0.00% | 0.0% |
| Q3 2022 | $2,535,000 | -57.2% | 83,000 | -49.6% | 0.00% | -66.7% |
| Q1 2022 | $5,929,000 | -25.5% | 164,640 | -24.5% | 0.00% | -25.0% |
| Q4 2021 | $7,955,000 | +119.4% | 218,063 | +103.7% | 0.00% | +100.0% |
| Q2 2021 | $3,625,000 | +164.4% | 107,044 | +146.1% | 0.00% | +100.0% |
| Q1 2021 | $1,371,000 | -85.5% | 43,495 | -86.5% | 0.00% | -85.7% |
| Q4 2020 | $9,423,000 | +44.1% | 322,598 | +16.4% | 0.01% | -12.5% |
| Q3 2020 | $6,539,000 | -3.9% | 277,090 | -18.5% | 0.01% | -20.0% |
| Q2 2020 | $6,805,000 | +1.1% | 339,782 | -18.2% | 0.01% | -33.3% |
| Q1 2020 | $6,731,000 | +2.0% | 415,517 | +56.7% | 0.02% | +66.7% |
| Q4 2019 | $6,598,000 | -42.9% | 265,083 | -45.3% | 0.01% | -50.0% |
| Q3 2019 | $11,556,000 | +70.7% | 484,558 | +86.5% | 0.02% | +63.6% |
| Q2 2019 | $6,770,000 | +0.8% | 259,782 | +1.8% | 0.01% | +10.0% |
| Q1 2019 | $6,717,000 | +143.6% | 255,111 | +123.1% | 0.01% | +233.3% |
| Q3 2018 | $2,757,000 | +148.8% | 114,368 | +159.9% | 0.00% | +200.0% |
| Q2 2018 | $1,108,000 | +41.7% | 44,013 | +47.6% | 0.00% | 0.0% |
| Q1 2018 | $782,000 | -35.0% | 29,821 | -31.0% | 0.00% | -50.0% |
| Q4 2017 | $1,203,000 | -62.9% | 43,206 | -66.4% | 0.00% | -60.0% |
| Q3 2017 | $3,240,000 | +613.7% | 128,714 | +595.5% | 0.01% | +400.0% |
| Q2 2017 | $454,000 | -44.0% | 18,506 | -50.7% | 0.00% | 0.0% |
| Q3 2016 | $811,000 | +154.2% | 37,524 | +129.1% | 0.00% | 0.0% |
| Q1 2016 | $319,000 | -52.7% | 16,376 | -51.8% | 0.00% | 0.0% |
| Q4 2015 | $674,000 | -61.4% | 33,960 | -55.6% | 0.00% | -66.7% |
| Q1 2015 | $1,744,000 | -37.4% | 76,505 | -39.4% | 0.00% | -50.0% |
| Q4 2014 | $2,785,000 | +34.9% | 126,322 | +34.1% | 0.01% | +20.0% |
| Q3 2014 | $2,064,000 | +9.8% | 94,182 | +12.6% | 0.01% | 0.0% |
| Q2 2014 | $1,880,000 | -21.6% | 83,679 | -33.9% | 0.01% | -28.6% |
| Q1 2014 | $2,399,000 | +250.2% | 126,504 | +222.1% | 0.01% | +250.0% |
| Q4 2013 | $685,000 | – | 39,272 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meditor Group Ltd | 213,800 | $6,967,742 | 4.71% |
| New Vernon Capital Holdings II LLC | 159,553 | $5,199,832 | 4.19% |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 122,499 | $4,021,922 | 3.80% |
| Carmel Capital Management L.L.C. | 80,905 | $2,636,694 | 1.63% |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 243,900 | $7,948,701 | 1.16% |
| Money Design Co.,Ltd. | 1,032,798 | $33,658 | 1.15% |
| BECK CAPITAL MANAGEMENT, LLC | 79,049 | $2,576,207 | 1.08% |
| GSB Wealth Management, LLC | 68,994 | $2,248,514 | 0.80% |
| Strategic Wealth Investment Group, LLC | 99,713 | $3,336,402 | 0.77% |
| Viewpoint Capital Management LLC | 23,972 | $781,247 | 0.76% |