WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 155 filers reported holding WISDOMTREE TR in Q2 2017. The put-call ratio across all filers is 2.12 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $303 | -16.3% | 8,233 | -20.9% | 0.00% | 0.0% |
| Q2 2023 | $362 | +9.0% | 10,403 | -1.3% | 0.00% | 0.0% |
| Q1 2023 | $332 | -100.0% | 10,537 | -89.1% | 0.00% | -90.0% |
| Q3 2020 | $2,273,000 | +923.9% | 96,304 | +767.6% | 0.01% | +900.0% |
| Q2 2020 | $222,000 | -92.7% | 11,100 | -94.1% | 0.00% | -93.8% |
| Q1 2020 | $3,034,000 | -46.6% | 187,300 | -17.9% | 0.02% | -30.4% |
| Q4 2019 | $5,680,000 | +6.8% | 228,200 | +2.3% | 0.02% | -4.2% |
| Q3 2019 | $5,319,000 | -12.2% | 223,000 | -4.1% | 0.02% | -11.1% |
| Q2 2019 | $6,059,000 | -0.8% | 232,500 | +0.2% | 0.03% | -3.6% |
| Q1 2019 | $6,110,000 | +5.5% | 232,050 | -0.6% | 0.03% | -6.7% |
| Q4 2018 | $5,791,000 | -7.2% | 233,500 | -9.8% | 0.03% | +11.1% |
| Q3 2018 | $6,242,000 | -0.4% | 258,900 | +4.0% | 0.03% | 0.0% |
| Q2 2018 | $6,265,000 | +18.3% | 248,900 | +23.3% | 0.03% | +22.7% |
| Q1 2018 | $5,294,000 | -5.8% | 201,900 | 0.0% | 0.02% | -12.0% |
| Q4 2017 | $5,621,000 | +108.7% | 201,900 | +88.7% | 0.02% | +92.3% |
| Q3 2017 | $2,693,000 | -13.8% | 107,000 | -16.0% | 0.01% | 0.0% |
| Q2 2017 | $3,123,000 | +9.3% | 127,400 | -1.7% | 0.01% | +18.2% |
| Q4 2014 | $2,858,000 | +20.8% | 129,612 | +20.0% | 0.01% | +37.5% |
| Q3 2014 | $2,366,000 | – | 107,981 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meditor Group Ltd | 60,700 | $2,488,700 | 3.11% |
| Leibman Financial Services, Inc. | 77,773 | $3,188,677 | 2.65% |
| Lowe Wealth Advisors, LLC | 18,850 | $772,850 | 0.38% |
| Harbour Capital Advisors, LLC | 13,263 | $543,252 | 0.15% |
| Westwind Capital | 10,190 | $418 | 0.11% |
| BALDWIN BROTHERS LLC/MA | 5,388 | $220,908 | 0.02% |
| Diversified Trust Co | 8,560 | $350,960 | 0.01% |
| Bartlett & Co. LLC | 4,100 | $169 | 0.00% |