WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 131 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,889 | -2.2% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $5,000 | +25.0% | 150 | 0.0% | 0.00% | +100.0% |
| Q2 2022 | $4,000 | -20.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | 0.0% | 150 | -25.0% | 0.00% | -50.0% |
| Q2 2017 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | -33.3% |
| Q1 2017 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $5,000 | -61.5% | 200 | -66.7% | 0.00% | -62.5% |
| Q3 2016 | $13,000 | 0.0% | 600 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $13,000 | +8.3% | 600 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $12,000 | 0.0% | 600 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $12,000 | -84.6% | 600 | -84.6% | 0.01% | -85.2% |
| Q3 2015 | $78,000 | -32.2% | 3,900 | -26.4% | 0.05% | -21.7% |
| Q2 2015 | $115,000 | -17.3% | 5,300 | -13.1% | 0.07% | -16.9% |
| Q1 2015 | $139,000 | +3.7% | 6,100 | 0.0% | 0.08% | +6.4% |
| Q4 2014 | $134,000 | -18.3% | 6,100 | -18.7% | 0.08% | -20.4% |
| Q3 2014 | $164,000 | +121.6% | 7,500 | +127.3% | 0.10% | +117.8% |
| Q2 2014 | $74,000 | +722.2% | 3,300 | +633.3% | 0.04% | +650.0% |
| Q1 2014 | $9,000 | +12.5% | 450 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $8,000 | – | 450 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New Vernon Capital Holdings II LLC | 159,553 | $4,873,000 | 5.08% |
| Meditor Group Ltd | 213,800 | $6,529,000 | 4.34% |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 122,499 | $3,708,000 | 3.60% |
| Carmel Capital Management L.L.C. | 80,905 | $2,471,000 | 1.61% |
| Money Design Co.,Ltd. | 1,155,676 | $17,664,647 | 1.49% |
| Karp Capital Management Corp | 159,752 | $4,879,000 | 0.92% |
| Strategic Wealth Investment Group, LLC | 99,588 | $3,041,000 | 0.87% |
| GSB Wealth Management, LLC | 65,674 | $2,006,000 | 0.73% |
| Viewpoint Capital Management LLC | 23,972 | $732,000 | 0.72% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1,506,319 | $46,003,000 | 0.70% |