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 | $19,645,797 | +181.1% | 534,434 | +166.1% | 0.01% | +180.0% |
| Q2 2023 | $6,988,160 | +105.7% | 200,809 | +86.5% | 0.01% | +66.7% |
| Q1 2023 | $3,396,706 | -31.1% | 107,695 | -28.8% | 0.00% | -25.0% |
| Q4 2022 | $4,927,161 | +21.6% | 151,186 | +14.0% | 0.00% | 0.0% |
| Q3 2022 | $4,051,000 | +4.7% | 132,651 | +1.7% | 0.00% | 0.0% |
| Q2 2022 | $3,870,000 | +14.6% | 130,474 | +39.2% | 0.00% | +33.3% |
| Q1 2022 | $3,376,000 | -26.3% | 93,746 | -25.4% | 0.00% | -25.0% |
| Q4 2021 | $4,582,000 | +1.2% | 125,593 | +3.7% | 0.00% | 0.0% |
| Q3 2021 | $4,529,000 | +12.7% | 121,087 | +2.1% | 0.00% | 0.0% |
| Q2 2021 | $4,018,000 | -42.0% | 118,652 | -46.0% | 0.00% | -50.0% |
| Q1 2021 | $6,930,000 | +49.9% | 219,862 | +39.0% | 0.01% | +33.3% |
| Q4 2020 | $4,622,000 | +89.3% | 158,228 | +53.0% | 0.01% | +50.0% |
| Q3 2020 | $2,441,000 | +39.6% | 103,423 | +18.5% | 0.00% | +33.3% |
| Q2 2020 | $1,748,000 | +9.9% | 87,254 | -11.1% | 0.00% | 0.0% |
| Q1 2020 | $1,590,000 | -54.1% | 98,147 | -29.4% | 0.00% | -50.0% |
| Q4 2019 | $3,461,000 | +31.9% | 139,068 | +26.4% | 0.01% | +20.0% |
| Q3 2019 | $2,624,000 | -12.0% | 110,021 | -3.9% | 0.01% | -16.7% |
| Q2 2019 | $2,982,000 | +8.8% | 114,440 | +10.0% | 0.01% | 0.0% |
| Q1 2019 | $2,740,000 | -10.7% | 104,056 | -15.9% | 0.01% | -25.0% |
| Q4 2018 | $3,069,000 | +5.9% | 123,760 | +2.9% | 0.01% | +14.3% |
| Q3 2018 | $2,899,000 | -7.6% | 120,234 | -3.6% | 0.01% | -12.5% |
| Q2 2018 | $3,138,000 | -0.4% | 124,661 | +3.7% | 0.01% | -11.1% |
| Q1 2018 | $3,152,000 | -2.8% | 120,196 | +3.2% | 0.01% | -10.0% |
| Q4 2017 | $3,242,000 | +49.7% | 116,435 | +35.3% | 0.01% | +25.0% |
| Q3 2017 | $2,165,000 | +19.3% | 86,026 | +16.2% | 0.01% | +14.3% |
| Q2 2017 | $1,814,000 | -23.3% | 74,008 | -23.7% | 0.01% | -56.2% |
| Q1 2017 | $2,365,000 | +25.9% | 96,976 | +5.2% | 0.02% | +14.3% |
| Q4 2016 | $1,879,000 | -20.7% | 92,203 | -14.5% | 0.01% | -39.1% |
| Q3 2016 | $2,370,000 | +9.8% | 107,803 | +1.8% | 0.02% | +27.8% |
| Q2 2016 | $2,158,000 | -38.2% | 105,938 | -42.5% | 0.02% | +80.0% |
| Q1 2016 | $3,493,000 | -0.9% | 184,253 | +3.2% | 0.01% | 0.0% |
| Q4 2015 | $3,523,000 | +62.7% | 178,489 | +70.6% | 0.01% | -16.7% |
| Q3 2015 | $2,166,000 | -14.0% | 104,639 | -7.6% | 0.01% | -7.7% |
| Q2 2015 | $2,518,000 | -4.4% | 113,259 | -0.5% | 0.01% | 0.0% |
| Q1 2015 | $2,633,000 | +34.8% | 113,794 | +28.4% | 0.01% | +18.2% |
| Q4 2014 | $1,953,000 | -36.9% | 88,594 | -38.2% | 0.01% | -38.9% |
| Q3 2014 | $3,093,000 | +171.1% | 143,459 | +182.4% | 0.02% | +157.1% |
| Q2 2014 | $1,141,000 | +80.5% | 50,796 | +52.3% | 0.01% | +75.0% |
| Q1 2014 | $632,000 | +99.4% | 33,351 | +83.7% | 0.00% | +100.0% |
| Q4 2013 | $317,000 | -35.7% | 18,159 | -37.8% | 0.00% | -33.3% |
| Q3 2013 | $493,000 | -4.1% | 29,215 | -7.9% | 0.00% | -25.0% |
| Q2 2013 | $514,000 | – | 31,721 | – | 0.00% | – |
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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% |