WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 135 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.23 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,251,748 | +5.3% | 169,700 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $5,936,106 | +13.2% | 169,700 | +3.0% | 0.00% | 0.0% |
| Q1 2023 | $5,243,936 | -4.4% | 164,800 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $5,487,840 | +27.3% | 164,800 | +19.8% | 0.00% | 0.0% |
| Q3 2022 | $4,311,000 | -25.8% | 137,600 | -29.5% | 0.00% | -40.0% |
| Q2 2022 | $5,810,000 | -31.4% | 195,100 | -14.1% | 0.01% | -16.7% |
| Q1 2022 | $8,472,000 | -3.9% | 227,000 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $8,812,000 | – | 227,000 | – | 0.01% | – |
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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% |