WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 122 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 7.23 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $718,072 | +11.8% | 19,534 | +5.8% | 0.00% | – |
| Q2 2023 | $642,509 | +13.1% | 18,463 | +2.5% | 0.00% | – |
| Q1 2023 | $568,175 | +23.6% | 18,014 | +27.7% | 0.00% | – |
| Q4 2022 | $459,664 | +25.6% | 14,104 | +17.6% | 0.00% | – |
| Q3 2022 | $366,000 | +16.9% | 11,996 | +13.8% | 0.00% | – |
| Q2 2022 | $313,000 | -15.4% | 10,544 | +2.5% | 0.00% | – |
| Q1 2022 | $370,000 | +10.1% | 10,287 | +11.7% | 0.00% | – |
| Q4 2021 | $336,000 | +2.4% | 9,208 | +5.0% | 0.00% | – |
| Q3 2021 | $328,000 | +9.0% | 8,771 | -1.3% | 0.00% | – |
| Q2 2021 | $301,000 | +29.2% | 8,888 | +20.4% | 0.00% | – |
| Q1 2021 | $233,000 | +4.5% | 7,385 | -3.1% | 0.00% | – |
| Q4 2020 | $223,000 | +9.9% | 7,622 | -6.4% | 0.00% | – |
| Q4 2019 | $203,000 | -1.0% | 8,139 | +3.4% | 0.00% | – |
| Q2 2019 | $205,000 | -84.1% | 7,868 | -83.9% | 0.00% | -100.0% |
| Q1 2019 | $1,288,000 | -1.8% | 48,918 | -7.5% | 0.00% | 0.0% |
| Q4 2018 | $1,312,000 | +817.5% | 52,897 | +829.6% | 0.00% | – |
| Q2 2018 | $143,000 | -2.7% | 5,690 | +1.8% | 0.00% | – |
| Q1 2018 | $147,000 | +7.3% | 5,587 | +13.4% | 0.00% | – |
| Q4 2017 | $137,000 | +211.4% | 4,926 | +184.1% | 0.00% | – |
| Q3 2017 | $44,000 | -17.0% | 1,734 | -19.8% | 0.00% | – |
| Q2 2017 | $53,000 | -81.0% | 2,161 | -81.4% | 0.00% | -100.0% |
| Q1 2017 | $279,000 | -84.7% | 11,595 | -87.1% | 0.00% | -85.7% |
| Q4 2016 | $1,822,000 | -70.9% | 90,177 | -68.9% | 0.01% | -70.8% |
| Q3 2016 | $6,269,000 | +21.9% | 289,958 | +13.9% | 0.02% | +14.3% |
| Q2 2016 | $5,141,000 | +42.8% | 254,652 | +38.1% | 0.02% | +40.0% |
| Q1 2016 | $3,599,000 | +1399.6% | 184,462 | +1423.3% | 0.02% | +1400.0% |
| Q4 2015 | $240,000 | -35.5% | 12,109 | -35.2% | 0.00% | -50.0% |
| Q3 2015 | $372,000 | -35.1% | 18,681 | -29.3% | 0.00% | -33.3% |
| Q2 2015 | $573,000 | -82.0% | 26,420 | -81.0% | 0.00% | -81.2% |
| Q1 2015 | $3,177,000 | +3.6% | 139,361 | +0.2% | 0.02% | -48.4% |
| Q4 2014 | $3,067,000 | +25.3% | 139,100 | +24.5% | 0.03% | +24.0% |
| Q3 2014 | $2,447,000 | +36.8% | 111,693 | +40.3% | 0.02% | +31.6% |
| Q2 2014 | $1,789,000 | +13661.5% | 79,606 | +11403.8% | 0.02% | – |
| Q1 2014 | $13,000 | +225.0% | 692 | +202.2% | 0.00% | – |
| Q4 2013 | $4,000 | 0.0% | 229 | 0.0% | 0.00% | – |
| Q3 2013 | $4,000 | -42.9% | 229 | -50.0% | 0.00% | – |
| Q2 2013 | $7,000 | – | 458 | – | 0.00% | – |
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% |