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 | $339,186 | +2.9% | 9,207 | 0.0% | 0.02% | +10.5% |
| Q2 2023 | $329,610 | +13.5% | 9,207 | 0.0% | 0.02% | +5.6% |
| Q1 2023 | $290,389 | -3.2% | 9,207 | 0.0% | 0.02% | -10.0% |
| Q4 2022 | $300,055 | +6.8% | 9,207 | 0.0% | 0.02% | -9.1% |
| Q3 2022 | $281,000 | +2.9% | 9,207 | 0.0% | 0.02% | +10.0% |
| Q2 2022 | $273,000 | -17.8% | 9,207 | 0.0% | 0.02% | -9.1% |
| Q1 2022 | $332,000 | -1.2% | 9,207 | 0.0% | 0.02% | -8.3% |
| Q4 2021 | $336,000 | -2.3% | 9,207 | 0.0% | 0.02% | -11.1% |
| Q3 2021 | $344,000 | +10.3% | 9,207 | 0.0% | 0.03% | +8.0% |
| Q2 2021 | $312,000 | +7.6% | 9,207 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $290,000 | +7.8% | 9,207 | 0.0% | 0.02% | -3.8% |
| Q4 2020 | $269,000 | +24.0% | 9,207 | 0.0% | 0.03% | +4.0% |
| Q3 2020 | $217,000 | -5.2% | 9,207 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $229,000 | +4.1% | 9,207 | 0.0% | 0.02% | -7.4% |
| Q3 2019 | $220,000 | -8.3% | 9,207 | 0.0% | 0.03% | -6.9% |
| Q2 2019 | $240,000 | – | 9,207 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 966,801 | $19,529,000 | 5.11% |
| Meditor Group Ltd | 670,000 | $13,534,000 | 3.34% |
| Barry Investment Advisors, LLC | 461,931 | $9,331,000 | 3.26% |
| Bedell Frazier Investment Counselling, LLC | 255,510 | $5,161,000 | 2.03% |
| GLOBEFLEX CAPITAL L P | 388,754 | $7,853,000 | 1.96% |
| Migdal Insurance & Financial Holdings Ltd. | 3,585,369 | $72,424,000 | 1.84% |
| CUMBERLAND ADVISORS INC | 91,320 | $1,845,000 | 1.32% |
| One Capital Management, LLC | 172,571 | $3,486,000 | 1.11% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 2,963,297 | $59,859,000 | 1.05% |
| Richard Bernstein Advisors LLC | 536,100 | $10,829,000 | 0.91% |