WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 134 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $713,144 | -24.5% | 19,400 | -28.5% | 0.00% | – |
| Q2 2023 | $944,090 | -61.1% | 27,129 | -64.8% | 0.00% | – |
| Q1 2023 | $2,428,012 | +4.8% | 76,982 | +8.3% | 0.00% | – |
| Q4 2022 | $2,317,540 | +983.0% | 71,112 | +915.9% | 0.00% | – |
| Q3 2022 | $214,000 | -78.8% | 7,000 | -79.4% | 0.00% | – |
| Q2 2022 | $1,008,000 | -80.7% | 34,000 | -76.5% | 0.00% | -100.0% |
| Q1 2022 | $5,211,000 | +118.1% | 144,714 | +120.9% | 0.00% | – |
| Q4 2021 | $2,389,000 | +432.1% | 65,502 | +445.8% | 0.00% | – |
| Q3 2021 | $449,000 | -54.4% | 12,000 | -58.8% | 0.00% | – |
| Q2 2021 | $985,000 | -36.2% | 29,100 | -40.6% | 0.00% | – |
| Q1 2021 | $1,544,000 | -56.8% | 48,984 | -59.9% | 0.00% | – |
| Q4 2020 | $3,570,000 | +67.1% | 122,216 | +34.9% | 0.00% | – |
| Q3 2020 | $2,137,000 | +29.3% | 90,599 | +9.8% | 0.00% | – |
| Q2 2020 | $1,653,000 | +7.2% | 82,533 | -13.3% | 0.00% | – |
| Q1 2020 | $1,542,000 | -83.4% | 95,200 | -74.6% | 0.00% | -100.0% |
| Q4 2019 | $9,313,000 | -37.5% | 374,149 | -40.1% | 0.00% | -42.9% |
| Q3 2019 | $14,899,000 | +201.1% | 624,718 | +228.9% | 0.01% | +250.0% |
| Q2 2019 | $4,949,000 | -9.5% | 189,957 | -8.6% | 0.00% | 0.0% |
| Q1 2019 | $5,471,000 | -50.6% | 207,800 | -53.5% | 0.00% | -60.0% |
| Q4 2018 | $11,071,000 | +99.5% | 446,455 | +94.0% | 0.01% | +150.0% |
| Q3 2018 | $5,548,000 | -27.7% | 230,100 | -24.5% | 0.00% | -50.0% |
| Q2 2018 | $7,671,000 | -8.8% | 304,754 | -5.0% | 0.00% | 0.0% |
| Q1 2018 | $8,408,000 | +5.8% | 320,632 | +12.4% | 0.00% | -20.0% |
| Q4 2017 | $7,944,000 | +30.4% | 285,362 | +17.9% | 0.01% | 0.0% |
| Q3 2017 | $6,093,000 | +147.9% | 242,046 | +141.3% | 0.01% | +150.0% |
| Q2 2017 | $2,458,000 | -22.4% | 100,300 | -23.6% | 0.00% | 0.0% |
| Q1 2017 | $3,168,000 | +3.6% | 131,300 | -13.3% | 0.00% | -33.3% |
| Q4 2016 | $3,058,000 | -77.2% | 151,393 | -75.6% | 0.00% | -78.6% |
| Q3 2016 | $13,389,000 | +8.5% | 619,299 | +1.3% | 0.01% | 0.0% |
| Q2 2016 | $12,343,000 | +882.7% | 611,326 | +849.8% | 0.01% | +600.0% |
| Q1 2016 | $1,256,000 | -90.2% | 64,365 | -90.0% | 0.00% | -85.7% |
| Q4 2015 | $12,765,000 | +393.4% | 642,764 | +447.9% | 0.01% | +366.7% |
| Q4 2014 | $2,587,000 | -21.4% | 117,307 | -19.9% | 0.00% | -25.0% |
| Q2 2014 | $3,290,000 | +164.5% | 146,411 | +123.2% | 0.00% | +300.0% |
| Q1 2014 | $1,244,000 | – | 65,590 | – | 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% |