WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 123 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 16.91 and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| New Vernon Capital Holdings II LLC | 211,153 | $7,761,984 | 6.73% |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 122,499 | $4,536,015 | 3.93% |
| Black Swift Group, LLC | 267,524 | $9,834,182 | 3.21% |
| Whitaker-Myers Wealth Managers, LTD. | 138,189 | $5,079,828 | 3.15% |
| Meditor Group Ltd | 60,700 | $2,231,332 | 2.89% |
| Carmel Capital Management L.L.C. | 91,655 | $3,369,238 | 1.91% |
| Randolph Co Inc | 214,785 | $7,895,497 | 1.27% |
| Ferguson Shapiro LLC | 61,098 | $2,245,962 | 1.24% |
| Redhawk Wealth Advisors, Inc. | 95,100 | $3,495,893 | 1.16% |
| Money Design Co.,Ltd. | 473,471 | $17,405 | 1.06% |