WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 173 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 1.49 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $810,103 | -16.7% | 22,176 | -21.9% | 0.00% | 0.0% |
| Q2 2023 | $972,800 | +10.4% | 28,401 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $880,763 | -4.5% | 28,401 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $922,010 | +7.0% | 28,401 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $862,000 | +8.6% | 28,401 | +6.1% | 0.01% | 0.0% |
| Q2 2022 | $794,000 | -25.3% | 26,776 | -8.8% | 0.01% | 0.0% |
| Q1 2022 | $1,063,000 | -22.4% | 29,352 | -21.9% | 0.01% | -28.6% |
| Q4 2021 | $1,370,000 | -3.4% | 37,578 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $1,418,000 | +6.9% | 37,578 | -4.0% | 0.01% | +14.3% |
| Q2 2021 | $1,326,000 | -0.8% | 39,143 | -8.3% | 0.01% | -12.5% |
| Q1 2021 | $1,337,000 | +8.2% | 42,666 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $1,236,000 | +24.1% | 42,666 | 0.0% | 0.01% | +14.3% |
| Q3 2020 | $996,000 | +15.7% | 42,666 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $861,000 | +30.1% | 42,666 | 0.0% | 0.01% | +16.7% |
| Q1 2020 | $662,000 | -47.8% | 42,666 | -15.8% | 0.01% | -40.0% |
| Q4 2019 | $1,267,000 | +3.8% | 50,668 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $1,221,000 | -12.3% | 50,668 | -5.2% | 0.01% | -16.7% |
| Q2 2019 | $1,392,000 | -4.1% | 53,438 | -3.2% | 0.01% | -7.7% |
| Q1 2019 | $1,451,000 | +6.0% | 55,188 | 0.0% | 0.01% | -7.1% |
| Q4 2018 | $1,369,000 | +2.1% | 55,188 | -0.7% | 0.01% | +27.3% |
| Q3 2018 | $1,341,000 | -4.1% | 55,588 | 0.0% | 0.01% | -8.3% |
| Q2 2018 | $1,399,000 | +2.4% | 55,588 | +6.7% | 0.01% | 0.0% |
| Q1 2018 | $1,366,000 | +158.2% | 52,100 | +174.2% | 0.01% | +140.0% |
| Q4 2017 | $529,000 | – | 19,000 | – | 0.01% | – |
Download | ||||||
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% |