Cohen Klingenstein LLC - WISDOMTREE TR ownership

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
Cohen Klingenstein LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,970,336
+5.6%
53,6000.0%0.09%
+9.9%
Q2 2023$1,865,280
+10.3%
53,6000.0%0.08%
+2.5%
Q1 2023$1,690,544
-3.2%
53,6000.0%0.08%
-10.2%
Q4 2022$1,746,824
+6.7%
53,6000.0%0.09%
+1.1%
Q3 2022$1,637,000
+3.0%
53,6000.0%0.09%
+8.8%
Q2 2022$1,590,000
-17.6%
53,6000.0%0.08%0.0%
Q1 2022$1,930,000
-1.3%
53,6000.0%0.08%
+3.9%
Q4 2021$1,955,000
-2.5%
53,6000.0%0.08%
-12.5%
Q3 2021$2,005,000
+10.5%
53,6000.0%0.09%
+12.8%
Q2 2021$1,815,000
+7.5%
53,6000.0%0.08%0.0%
Q1 2021$1,689,000
+7.9%
53,6000.0%0.08%0.0%
Q4 2020$1,566,000
+23.8%
53,6000.0%0.08%
+9.9%
Q3 2020$1,265,000
+17.8%
53,6000.0%0.07%
+7.6%
Q2 2020$1,074,000
+23.7%
53,6000.0%0.07%
+3.1%
Q1 2020$868,000
-34.9%
53,6000.0%0.06%
-16.9%
Q4 2019$1,334,000
+4.4%
53,6000.0%0.08%
-3.8%
Q3 2019$1,278,000
-8.5%
53,6000.0%0.08%
-20.0%
Q2 2019$1,397,000
-1.0%
53,6000.0%0.10%
+2.0%
Q1 2019$1,411,000
+6.2%
53,6000.0%0.10%
-51.2%
Q4 2018$1,329,000
+2.9%
53,6000.0%0.20%
+22.6%
Q3 2018$1,292,000
-4.2%
53,6000.0%0.16%
-10.9%
Q2 2018$1,349,000
-4.0%
53,6000.0%0.18%
-7.5%
Q1 2018$1,405,000
-5.8%
53,6000.0%0.20%
-6.1%
Q4 2017$1,492,000
+10.6%
53,6000.0%0.21%
+3.9%
Q3 2017$1,349,000
+2.7%
53,6000.0%0.20%
-0.5%
Q2 2017$1,314,000
+1.6%
53,6000.0%0.20%
-1.0%
Q1 2017$1,293,000
+19.4%
53,6000.0%0.21%
+11.9%
Q4 2016$1,083,000
-6.6%
53,6000.0%0.18%
-8.0%
Q3 2016$1,159,000
+7.1%
53,6000.0%0.20%
+1.0%
Q2 2016$1,082,000
+3.4%
53,6000.0%0.20%
+1.0%
Q1 2016$1,046,000
-1.7%
53,6000.0%0.20%
-0.5%
Q4 2015$1,064,000
-0.4%
53,6000.0%0.20%
-6.2%
Q3 2015$1,068,000
-8.1%
53,6000.0%0.21%
+1.0%
Q2 2015$1,162,000
-4.9%
53,6000.0%0.21%
-6.3%
Q1 2015$1,222,000
+3.4%
53,6000.0%0.22%
+0.5%
Q4 2014$1,182,000
+0.7%
53,6000.0%0.22%
+7.2%
Q3 2014$1,174,000
-2.5%
53,6000.0%0.21%
-10.0%
Q2 2014$1,204,000
+18.5%
53,6000.0%0.23%
+13.9%
Q1 2014$1,016,000
+8.7%
53,6000.0%0.20%
+8.6%
Q4 2013$935,000
+13.9%
53,6000.0%0.19%
+3.9%
Q3 2013$821,000
-5.4%
53,6000.0%0.18%
-11.4%
Q2 2013$868,00053,6000.20%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 966,801$19,529,0005.11%
Meditor Group Ltd 670,000$13,534,0003.34%
Barry Investment Advisors, LLC 461,931$9,331,0003.26%
Bedell Frazier Investment Counselling, LLC 255,510$5,161,0002.03%
GLOBEFLEX CAPITAL L P 388,754$7,853,0001.96%
Migdal Insurance & Financial Holdings Ltd. 3,585,369$72,424,0001.84%
CUMBERLAND ADVISORS INC 91,320$1,845,0001.32%
One Capital Management, LLC 172,571$3,486,0001.11%
CAUSEWAY CAPITAL MANAGEMENT LLC 2,963,297$59,859,0001.05%
Richard Bernstein Advisors LLC 536,100$10,829,0000.91%
View complete list of WISDOMTREE TR shareholders