WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 135 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.23 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,488,700 | +11.5% | 60,700 | 0.0% | 3.11% | +7.5% |
| Q3 2023 | $2,231,332 | -57.8% | 60,700 | -60.0% | 2.89% | -36.9% |
| Q2 2023 | $5,282,640 | -21.7% | 151,800 | -29.0% | 4.59% | -14.6% |
| Q1 2023 | $6,743,252 | -3.2% | 213,800 | 0.0% | 5.37% | +14.0% |
| Q4 2022 | $6,967,742 | +6.7% | 213,800 | 0.0% | 4.71% | +8.5% |
| Q3 2022 | $6,529,000 | +3.0% | 213,800 | 0.0% | 4.34% | +38.5% |
| Q2 2022 | $6,341,000 | -17.6% | 213,800 | 0.0% | 3.14% | -2.4% |
| Q1 2022 | $7,698,000 | -1.3% | 213,800 | 0.0% | 3.21% | -8.9% |
| Q4 2021 | $7,799,000 | -47.9% | 213,800 | -46.6% | 3.52% | -31.4% |
| Q3 2021 | $14,960,000 | +10.5% | 400,000 | 0.0% | 5.14% | +7.2% |
| Q2 2021 | $13,544,000 | +7.4% | 400,000 | 0.0% | 4.79% | +35.3% |
| Q1 2021 | $12,608,000 | +7.9% | 400,000 | 0.0% | 3.54% | +9.0% |
| Q4 2020 | $11,684,000 | +23.7% | 400,000 | 0.0% | 3.25% | +53.6% |
| Q3 2020 | $9,444,000 | +17.9% | 400,000 | 0.0% | 2.12% | +26.0% |
| Q2 2020 | $8,012,000 | +53.3% | 400,000 | 0.0% | 1.68% | -6.7% |
| Q1 2020 | $5,226,000 | -30.4% | 400,000 | 0.0% | 1.80% | -16.0% |
| Q4 2019 | $7,514,000 | -21.2% | 400,000 | 0.0% | 2.14% | -7.8% |
| Q3 2019 | $9,540,000 | -8.5% | 400,000 | 0.0% | 2.32% | +10.8% |
| Q2 2019 | $10,424,000 | -1.0% | 400,000 | 0.0% | 2.10% | +6.2% |
| Q1 2019 | $10,532,000 | +6.2% | 400,000 | 0.0% | 1.98% | -3.3% |
| Q4 2018 | $9,920,000 | +2.9% | 400,000 | 0.0% | 2.04% | -1.4% |
| Q3 2018 | $9,644,000 | -4.2% | 400,000 | 0.0% | 2.07% | +5.4% |
| Q2 2018 | $10,068,000 | -4.0% | 400,000 | 0.0% | 1.97% | +19.2% |
| Q1 2018 | $10,488,000 | -5.8% | 400,000 | 0.0% | 1.65% | +15.1% |
| Q4 2017 | $11,136,000 | +10.6% | 400,000 | 0.0% | 1.43% | -6.2% |
| Q3 2017 | $10,068,000 | -34.8% | 400,000 | -36.5% | 1.53% | -34.2% |
| Q2 2017 | $15,441,000 | +1.6% | 630,000 | 0.0% | 2.32% | -14.5% |
| Q1 2017 | $15,201,000 | +12.3% | 630,000 | -6.0% | 2.72% | -18.6% |
| Q4 2016 | $13,534,000 | -6.6% | 670,000 | 0.0% | 3.34% | -16.7% |
| Q3 2016 | $14,485,000 | +7.1% | 670,000 | 0.0% | 4.01% | -27.2% |
| Q2 2016 | $13,527,000 | – | 670,000 | – | 5.51% | – |
Download | ||||||
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% |