WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 167 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is 5.42 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,495,067 | +644.8% | 79,108 | +600.1% | 0.01% | +400.0% |
| Q2 2022 | $335,000 | -81.8% | 11,300 | -79.2% | 0.00% | -87.5% |
| Q2 2021 | $1,840,000 | -4.5% | 54,330 | -17.7% | 0.01% | -20.0% |
| Q4 2020 | $1,927,000 | +756.4% | 65,979 | +600.5% | 0.01% | +400.0% |
| Q3 2019 | $225,000 | -70.4% | 9,419 | -68.8% | 0.00% | -81.8% |
| Q2 2018 | $759,000 | -61.6% | 30,172 | -66.9% | 0.01% | -57.7% |
| Q2 2015 | $1,976,000 | -98.5% | 91,193 | -98.4% | 0.03% | -98.4% |
| Q1 2015 | $127,661,000 | +3.4% | 5,599,188 | 0.0% | 1.66% | +2.0% |
| Q4 2014 | $123,462,000 | +9.0% | 5,599,188 | +8.3% | 1.63% | -0.2% |
| Q3 2014 | $113,238,000 | +5426.5% | 5,168,340 | +5567.5% | 1.63% | +5346.7% |
| Q2 2014 | $2,049,000 | – | 91,193 | – | 0.03% | – |
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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% |