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 ↓ |
|---|---|---|---|
| Barry Investment Advisors, LLC | 482,068 | $12,640,000 | 4.79% |
| Clal Insurance Enterprises Holdings Ltd | 5,187,486 | $136,016,000 | 3.62% |
| GLOBEFLEX CAPITAL L P | 593,336 | $15,557,000 | 3.29% |
| New Vernon Capital Holdings II LLC | 56,730 | $1,487,000 | 2.07% |
| Verity Asset Management, Inc. | 78,405 | $2,056,000 | 1.87% |
| Meditor Group Ltd | 400,000 | $10,488,000 | 1.65% |
| CUMBERLAND ADVISORS INC | 74,880 | $1,963,000 | 1.20% |
| RPG Investment Advisory, LLC | 174,850 | $4,584,000 | 1.05% |
| ING GROEP NV | 2,195,958 | $57,578,000 | 1.04% |
| Cottage Street Advisors LLC | 57,184 | $1,500,000 | 0.92% |