WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 124 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 25.07 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,071,500 | +148.5% | 56,352 | +135.3% | 0.03% | +150.0% |
| Q2 2023 | $833,460 | +49.8% | 23,950 | +35.8% | 0.01% | +33.3% |
| Q1 2023 | $556,429 | +10.9% | 17,642 | +14.6% | 0.01% | 0.0% |
| Q4 2022 | $501,593 | +21.2% | 15,391 | +13.7% | 0.01% | +12.5% |
| Q3 2022 | $414,000 | -1.7% | 13,540 | -4.6% | 0.01% | 0.0% |
| Q2 2022 | $421,000 | -14.8% | 14,191 | +3.4% | 0.01% | 0.0% |
| Q1 2022 | $494,000 | -5.2% | 13,728 | -3.8% | 0.01% | 0.0% |
| Q4 2021 | $521,000 | +9.0% | 14,271 | +11.7% | 0.01% | 0.0% |
| Q3 2021 | $478,000 | +10.6% | 12,775 | +0.1% | 0.01% | +14.3% |
| Q2 2021 | $432,000 | +5.1% | 12,757 | -2.2% | 0.01% | -22.2% |
| Q1 2021 | $411,000 | +44.7% | 13,043 | +34.4% | 0.01% | +50.0% |
| Q4 2020 | $284,000 | – | 9,706 | – | 0.01% | – |
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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% |