WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 180 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 2.72 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,254 | +117.2% | 67,391 | +96.0% | 0.01% | +100.0% |
| Q1 2024 | $1,498 | +127.3% | 34,390 | +113.9% | 0.01% | +100.0% |
| Q4 2023 | $659 | +87.2% | 16,079 | +67.8% | 0.00% | +50.0% |
| Q3 2023 | $352 | -99.9% | 9,583 | -7.7% | 0.00% | 0.0% |
| Q4 2019 | $258,000 | +4.5% | 10,384 | +0.4% | 0.00% | 0.0% |
| Q3 2019 | $247,000 | -16.0% | 10,346 | -8.3% | 0.00% | -33.3% |
| Q2 2019 | $294,000 | -0.7% | 11,288 | +0.5% | 0.00% | 0.0% |
| Q1 2019 | $296,000 | -15.7% | 11,229 | -20.7% | 0.00% | -25.0% |
| Q4 2018 | $351,000 | +10.7% | 14,169 | +7.9% | 0.00% | +33.3% |
| Q3 2018 | $317,000 | -16.1% | 13,132 | -12.6% | 0.00% | -25.0% |
| Q2 2018 | $378,000 | -25.3% | 15,024 | -22.2% | 0.00% | -33.3% |
| Q1 2018 | $506,000 | -7.0% | 19,309 | -1.2% | 0.01% | 0.0% |
| Q4 2017 | $544,000 | -2.0% | 19,544 | -11.4% | 0.01% | -14.3% |
| Q3 2017 | $555,000 | +85.6% | 22,070 | +80.6% | 0.01% | +75.0% |
| Q2 2017 | $299,000 | – | 12,219 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 966,801 | $23,696,000 | 14.88% |
| XPONANCE, INC. | 615,501 | $24,180,000 | 6.05% |
| Barry Investment Advisors, LLC | 483,539 | $11,852,000 | 4.47% |
| ELEMENT CAPITAL MANAGEMENT LLC | 800,000 | $19,608,000 | 3.97% |
| GLOBEFLEX CAPITAL L P | 470,612 | $11,535,000 | 2.84% |
| Bedell Frazier Investment Counselling, LLC | 273,400 | $6,701,000 | 2.44% |
| Meditor Group Ltd | 630,000 | $15,441,000 | 2.32% |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 3,896,900 | $95,513,000 | 2.32% |
| Clal Insurance Enterprises Holdings Ltd | 4,498,443 | $110,257,000 | 2.19% |
| CALDWELL & ORKIN INC | 42,300 | $1,037,000 | 1.29% |