GHP Investment Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 129 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is 33.20 and the average weighting 0.2%.

Quarter-by-quarter ownership
GHP Investment Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$444,513
+10.8%
9,2070.0%0.02%
+10.0%
Q1 2024$401,057
+6.2%
9,2070.0%0.02%0.0%
Q4 2023$377,487
+11.3%
9,2070.0%0.02%
-4.8%
Q3 2023$339,186
+2.9%
9,2070.0%0.02%
+10.5%
Q2 2023$329,610
+13.5%
9,2070.0%0.02%
+5.6%
Q1 2023$290,389
-3.2%
9,2070.0%0.02%
-10.0%
Q4 2022$300,055
+6.8%
9,2070.0%0.02%
-9.1%
Q3 2022$281,000
+2.9%
9,2070.0%0.02%
+10.0%
Q2 2022$273,000
-17.8%
9,2070.0%0.02%
-9.1%
Q1 2022$332,000
-1.2%
9,2070.0%0.02%
-8.3%
Q4 2021$336,000
-2.3%
9,2070.0%0.02%
-11.1%
Q3 2021$344,000
+10.3%
9,2070.0%0.03%
+8.0%
Q2 2021$312,000
+7.6%
9,2070.0%0.02%0.0%
Q1 2021$290,000
+7.8%
9,2070.0%0.02%
-3.8%
Q4 2020$269,000
+24.0%
9,2070.0%0.03%
+4.0%
Q3 2020$217,000
-5.2%
9,2070.0%0.02%0.0%
Q4 2019$229,000
+4.1%
9,2070.0%0.02%
-7.4%
Q3 2019$220,000
-8.3%
9,2070.0%0.03%
-6.9%
Q2 2019$240,0009,2070.03%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
NameSharesValueWeighting ↓
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 966,801$23,696,00014.88%
XPONANCE, INC. 615,501$24,180,0006.05%
Barry Investment Advisors, LLC 483,539$11,852,0004.47%
ELEMENT CAPITAL MANAGEMENT LLC 800,000$19,608,0003.97%
GLOBEFLEX CAPITAL L P 470,612$11,535,0002.84%
Bedell Frazier Investment Counselling, LLC 273,400$6,701,0002.44%
Meditor Group Ltd 630,000$15,441,0002.32%
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 3,896,900$95,513,0002.32%
Clal Insurance Enterprises Holdings Ltd 4,498,443$110,257,0002.19%
CALDWELL & ORKIN INC 42,300$1,037,0001.29%
View complete list of WISDOMTREE TR shareholders