WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 173 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 1.49 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $363,593 | +47.5% | 9,891 | +30.7% | 0.00% | -42.9% |
Q4 2022 | $246,543 | -47.8% | 7,565 | -51.0% | 0.01% | -50.0% |
Q3 2022 | $472,000 | +116.5% | 15,452 | +165.0% | 0.01% | +133.3% |
Q3 2021 | $218,000 | -66.0% | 5,830 | -69.2% | 0.01% | -68.4% |
Q2 2021 | $641,000 | +54.1% | 18,924 | +43.4% | 0.02% | -17.4% |
Q1 2021 | $416,000 | +59.4% | 13,199 | +48.0% | 0.02% | +283.3% |
Q4 2020 | $261,000 | -67.2% | 8,921 | -72.1% | 0.01% | +20.0% |
Q4 2019 | $795,000 | +10.4% | 31,932 | +16.8% | 0.01% | -16.7% |
Q1 2019 | $720,000 | +195.1% | 27,333 | +170.1% | 0.01% | +200.0% |
Q3 2018 | $244,000 | -60.4% | 10,119 | -58.6% | 0.00% | -96.4% |
Q3 2017 | $616,000 | +120.0% | 24,462 | +110.7% | 0.06% | +1.8% |
Q1 2017 | $280,000 | +36.6% | 11,611 | +14.5% | 0.06% | -50.9% |
Q2 2016 | $205,000 | – | 10,138 | – | 0.11% | – |
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% |