WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 128 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is 33.20 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $230,000 | +15.0% | 7,861 | -2.3% | 0.00% | – |
| Q4 2019 | $200,000 | -66.6% | 8,050 | -67.9% | 0.00% | – |
| Q3 2019 | $598,000 | +184.8% | 25,072 | +211.5% | 0.00% | – |
| Q2 2019 | $210,000 | -2.3% | 8,050 | -1.3% | 0.00% | – |
| Q1 2019 | $215,000 | +6.4% | 8,156 | +0.1% | 0.00% | – |
| Q4 2018 | $202,000 | -1.5% | 8,150 | -0.0% | 0.00% | – |
| Q2 2018 | $205,000 | -99.4% | 8,151 | -99.4% | 0.00% | -100.0% |
| Q1 2018 | $33,753,000 | -1.0% | 1,287,275 | +5.1% | 0.01% | 0.0% |
| Q4 2017 | $34,087,000 | +15608.3% | 1,224,389 | +14074.5% | 0.01% | – |
| Q3 2017 | $217,000 | -10.0% | 8,638 | -11.9% | 0.00% | – |
| Q2 2017 | $241,000 | -76.3% | 9,808 | -76.7% | 0.00% | – |
| Q1 2017 | $1,017,000 | -36.4% | 42,130 | -46.8% | 0.00% | – |
| Q4 2016 | $1,600,000 | -37.9% | 79,237 | -33.6% | 0.00% | -100.0% |
| Q3 2016 | $2,578,000 | -2.5% | 119,250 | -8.9% | 0.00% | 0.0% |
| Q2 2016 | $2,645,000 | +12.3% | 130,947 | +8.4% | 0.00% | 0.0% |
| Q1 2016 | $2,356,000 | -43.2% | 120,780 | -42.1% | 0.00% | 0.0% |
| Q4 2015 | $4,145,000 | -59.8% | 208,684 | -59.7% | 0.00% | -66.7% |
| Q3 2015 | $10,311,000 | -19.5% | 517,661 | -12.4% | 0.00% | -25.0% |
| Q2 2015 | $12,808,000 | -35.9% | 591,051 | -32.6% | 0.00% | -20.0% |
| Q1 2015 | $19,982,000 | -66.0% | 876,425 | -67.2% | 0.01% | -66.7% |
| Q4 2014 | $58,832,000 | -1.1% | 2,668,115 | -1.8% | 0.02% | -6.2% |
| Q3 2014 | $59,505,000 | -53.4% | 2,715,870 | -52.2% | 0.02% | -5.9% |
| Q2 2014 | $127,614,000 | +128.6% | 5,679,204 | +92.9% | 0.02% | +13.3% |
| Q1 2014 | $55,830,000 | +36.3% | 2,944,624 | +25.4% | 0.02% | +36.4% |
| Q4 2013 | $40,961,000 | -23.9% | 2,348,681 | -33.2% | 0.01% | +37.5% |
| Q3 2013 | $53,856,000 | +127.7% | 3,515,358 | +140.8% | 0.01% | +14.3% |
| Q2 2013 | $23,652,000 | – | 1,459,947 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meditor Group Ltd | 60,700 | $2,488,700 | 3.11% |
| Leibman Financial Services, Inc. | 77,773 | $3,188,677 | 2.65% |
| Lowe Wealth Advisors, LLC | 18,850 | $772,850 | 0.38% |
| Harbour Capital Advisors, LLC | 13,263 | $543,252 | 0.15% |
| Westwind Capital | 10,190 | $418 | 0.11% |
| BALDWIN BROTHERS LLC/MA | 5,388 | $220,908 | 0.02% |
| Diversified Trust Co | 8,560 | $350,960 | 0.01% |
| Bartlett & Co. LLC | 4,100 | $169 | 0.00% |