WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 8 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
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 ↓ |
|---|---|---|---|
| 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% |