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 | $793,465 | -47.4% | 21,585 | -50.2% | 0.00% | 0.0% |
| Q2 2023 | $1,509,764 | +404.4% | 43,384 | +372.3% | 0.00% | +100.0% |
| Q4 2022 | $299,339 | -4.7% | 9,185 | -10.7% | 0.00% | 0.0% |
| Q3 2022 | $314,000 | +3.0% | 10,285 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $305,000 | -17.8% | 10,285 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $371,000 | -2.9% | 10,285 | -1.9% | 0.00% | 0.0% |
| Q4 2021 | $382,000 | -2.8% | 10,485 | -0.5% | 0.00% | 0.0% |
| Q3 2021 | $393,000 | +9.2% | 10,535 | -0.9% | 0.00% | 0.0% |
| Q2 2021 | $360,000 | +7.1% | 10,635 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $336,000 | +2.1% | 10,635 | -5.8% | 0.00% | 0.0% |
| Q4 2020 | $329,000 | +21.9% | 11,285 | -1.2% | 0.00% | 0.0% |
| Q3 2020 | $270,000 | -1.5% | 11,425 | -16.5% | 0.00% | 0.0% |
| Q2 2020 | $274,000 | -31.5% | 13,675 | -44.6% | 0.00% | -50.0% |
| Q1 2020 | $400,000 | -64.5% | 24,675 | -45.5% | 0.00% | -50.0% |
| Q4 2019 | $1,126,000 | -81.4% | 45,250 | -82.2% | 0.00% | -81.0% |
| Q3 2019 | $6,055,000 | -67.9% | 253,900 | -64.9% | 0.02% | -68.2% |
| Q2 2019 | $18,851,000 | -3.4% | 723,400 | -2.4% | 0.07% | -12.0% |
| Q1 2019 | $19,510,000 | +8.9% | 741,000 | +2.6% | 0.08% | -6.2% |
| Q4 2018 | $17,918,000 | +20.2% | 722,500 | +16.8% | 0.08% | +40.4% |
| Q3 2018 | $14,910,000 | -7.0% | 618,450 | -2.9% | 0.06% | -12.3% |
| Q2 2018 | $16,029,000 | -3.5% | 636,840 | +0.5% | 0.06% | -9.7% |
| Q1 2018 | $16,616,000 | -6.1% | 633,735 | -0.3% | 0.07% | -4.0% |
| Q4 2017 | $17,693,000 | +7.1% | 635,510 | -3.2% | 0.08% | 0.0% |
| Q3 2017 | $16,520,000 | +0.5% | 656,320 | -2.2% | 0.08% | -27.2% |
| Q2 2017 | $16,442,000 | -3.9% | 670,820 | -5.4% | 0.10% | -3.7% |
| Q1 2017 | $17,112,000 | +15.9% | 709,120 | -3.0% | 0.11% | +9.2% |
| Q4 2016 | $14,764,000 | -15.1% | 730,885 | -9.1% | 0.10% | -19.0% |
| Q3 2016 | $17,382,000 | +4.9% | 803,970 | -2.0% | 0.12% | 0.0% |
| Q2 2016 | $16,566,000 | -1.4% | 820,520 | -4.7% | 0.12% | -6.9% |
| Q1 2016 | $16,803,000 | -10.0% | 861,250 | -8.4% | 0.13% | -11.0% |
| Q4 2015 | $18,680,000 | -5.0% | 940,550 | -4.7% | 0.15% | -9.9% |
| Q3 2015 | $19,658,000 | -8.6% | 986,850 | -0.6% | 0.16% | +3.2% |
| Q2 2015 | $21,506,000 | +0.7% | 992,400 | +6.0% | 0.16% | -0.6% |
| Q1 2015 | $21,348,000 | +6.8% | 936,322 | +3.3% | 0.16% | +3.3% |
| Q4 2014 | $19,988,000 | +3.8% | 906,435 | +3.1% | 0.15% | +1.3% |
| Q3 2014 | $19,257,000 | -2.3% | 878,911 | +0.1% | 0.15% | -5.6% |
| Q2 2014 | $19,720,000 | -1.7% | 877,605 | -15.6% | 0.16% | -6.4% |
| Q1 2014 | $20,058,000 | – | 1,039,255 | – | 0.17% | – |
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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% |