WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 8 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $330,142 | +6.0% | 8,981 | +0.4% | 0.00% | -50.0% |
| Q2 2023 | $311,390 | +10.3% | 8,948 | 0.0% | 0.00% | +100.0% |
| Q1 2023 | $282,220 | -3.2% | 8,948 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $291,615 | +6.8% | 8,948 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $273,000 | -6.5% | 8,948 | -9.1% | 0.00% | 0.0% |
| Q2 2022 | $292,000 | -14.6% | 9,841 | +3.6% | 0.00% | 0.0% |
| Q1 2022 | $342,000 | +34.1% | 9,501 | +35.7% | 0.00% | 0.0% |
| Q4 2021 | $255,000 | -0.8% | 7,003 | +1.8% | 0.00% | 0.0% |
| Q3 2021 | $257,000 | +10.3% | 6,878 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $233,000 | +14.2% | 6,878 | +6.2% | 0.00% | 0.0% |
| Q1 2021 | $204,000 | -86.1% | 6,478 | -87.1% | 0.00% | -80.0% |
| Q4 2020 | $1,470,000 | +23.7% | 50,323 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $1,188,000 | +17.9% | 50,323 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $1,008,000 | +22.3% | 50,323 | -1.1% | 0.01% | 0.0% |
| Q1 2020 | $824,000 | -44.2% | 50,879 | -14.2% | 0.01% | -28.6% |
| Q4 2019 | $1,477,000 | +6.2% | 59,323 | +1.7% | 0.01% | 0.0% |
| Q3 2019 | $1,391,000 | -8.5% | 58,323 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $1,520,000 | -1.0% | 58,323 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $1,536,000 | +6.2% | 58,323 | 0.0% | 0.01% | -11.1% |
| Q4 2018 | $1,446,000 | +2.8% | 58,323 | 0.0% | 0.01% | +28.6% |
| Q3 2018 | $1,406,000 | +29.1% | 58,323 | -18.0% | 0.01% | -72.0% |
| Q3 2013 | $1,089,000 | -7.5% | 71,102 | -2.1% | 0.02% | -13.8% |
| Q2 2013 | $1,177,000 | – | 72,649 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New Vernon Capital Holdings II LLC | 211,153 | $7,761,984 | 6.73% |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 122,499 | $4,536,015 | 3.93% |
| Black Swift Group, LLC | 267,524 | $9,834,182 | 3.21% |
| Whitaker-Myers Wealth Managers, LTD. | 138,189 | $5,079,828 | 3.15% |
| Meditor Group Ltd | 60,700 | $2,231,332 | 2.89% |
| Carmel Capital Management L.L.C. | 91,655 | $3,369,238 | 1.91% |
| Randolph Co Inc | 214,785 | $7,895,497 | 1.27% |
| Ferguson Shapiro LLC | 61,098 | $2,245,962 | 1.24% |
| Redhawk Wealth Advisors, Inc. | 95,100 | $3,495,893 | 1.16% |
| Money Design Co.,Ltd. | 473,471 | $17,405 | 1.06% |