WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 131 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,970,336 | +5.6% | 53,600 | 0.0% | 0.09% | +9.9% |
| Q2 2023 | $1,865,280 | +10.3% | 53,600 | 0.0% | 0.08% | +2.5% |
| Q1 2023 | $1,690,544 | -3.2% | 53,600 | 0.0% | 0.08% | -10.2% |
| Q4 2022 | $1,746,824 | +6.7% | 53,600 | 0.0% | 0.09% | +1.1% |
| Q3 2022 | $1,637,000 | +3.0% | 53,600 | 0.0% | 0.09% | +8.8% |
| Q2 2022 | $1,590,000 | -17.6% | 53,600 | 0.0% | 0.08% | 0.0% |
| Q1 2022 | $1,930,000 | -1.3% | 53,600 | 0.0% | 0.08% | +3.9% |
| Q4 2021 | $1,955,000 | -2.5% | 53,600 | 0.0% | 0.08% | -12.5% |
| Q3 2021 | $2,005,000 | +10.5% | 53,600 | 0.0% | 0.09% | +12.8% |
| Q2 2021 | $1,815,000 | +7.5% | 53,600 | 0.0% | 0.08% | 0.0% |
| Q1 2021 | $1,689,000 | +7.9% | 53,600 | 0.0% | 0.08% | 0.0% |
| Q4 2020 | $1,566,000 | +23.8% | 53,600 | 0.0% | 0.08% | +9.9% |
| Q3 2020 | $1,265,000 | +17.8% | 53,600 | 0.0% | 0.07% | +7.6% |
| Q2 2020 | $1,074,000 | +23.7% | 53,600 | 0.0% | 0.07% | +3.1% |
| Q1 2020 | $868,000 | -34.9% | 53,600 | 0.0% | 0.06% | -16.9% |
| Q4 2019 | $1,334,000 | +4.4% | 53,600 | 0.0% | 0.08% | -3.8% |
| Q3 2019 | $1,278,000 | -8.5% | 53,600 | 0.0% | 0.08% | -20.0% |
| Q2 2019 | $1,397,000 | -1.0% | 53,600 | 0.0% | 0.10% | +2.0% |
| Q1 2019 | $1,411,000 | +6.2% | 53,600 | 0.0% | 0.10% | -51.2% |
| Q4 2018 | $1,329,000 | +2.9% | 53,600 | 0.0% | 0.20% | +22.6% |
| Q3 2018 | $1,292,000 | -4.2% | 53,600 | 0.0% | 0.16% | -10.9% |
| Q2 2018 | $1,349,000 | -4.0% | 53,600 | 0.0% | 0.18% | -7.5% |
| Q1 2018 | $1,405,000 | -5.8% | 53,600 | 0.0% | 0.20% | -6.1% |
| Q4 2017 | $1,492,000 | +10.6% | 53,600 | 0.0% | 0.21% | +3.9% |
| Q3 2017 | $1,349,000 | +2.7% | 53,600 | 0.0% | 0.20% | -0.5% |
| Q2 2017 | $1,314,000 | +1.6% | 53,600 | 0.0% | 0.20% | -1.0% |
| Q1 2017 | $1,293,000 | +19.4% | 53,600 | 0.0% | 0.21% | +11.9% |
| Q4 2016 | $1,083,000 | -6.6% | 53,600 | 0.0% | 0.18% | -8.0% |
| Q3 2016 | $1,159,000 | +7.1% | 53,600 | 0.0% | 0.20% | +1.0% |
| Q2 2016 | $1,082,000 | +3.4% | 53,600 | 0.0% | 0.20% | +1.0% |
| Q1 2016 | $1,046,000 | -1.7% | 53,600 | 0.0% | 0.20% | -0.5% |
| Q4 2015 | $1,064,000 | -0.4% | 53,600 | 0.0% | 0.20% | -6.2% |
| Q3 2015 | $1,068,000 | -8.1% | 53,600 | 0.0% | 0.21% | +1.0% |
| Q2 2015 | $1,162,000 | -4.9% | 53,600 | 0.0% | 0.21% | -6.3% |
| Q1 2015 | $1,222,000 | +3.4% | 53,600 | 0.0% | 0.22% | +0.5% |
| Q4 2014 | $1,182,000 | +0.7% | 53,600 | 0.0% | 0.22% | +7.2% |
| Q3 2014 | $1,174,000 | -2.5% | 53,600 | 0.0% | 0.21% | -10.0% |
| Q2 2014 | $1,204,000 | +18.5% | 53,600 | 0.0% | 0.23% | +13.9% |
| Q1 2014 | $1,016,000 | +8.7% | 53,600 | 0.0% | 0.20% | +8.6% |
| Q4 2013 | $935,000 | +13.9% | 53,600 | 0.0% | 0.19% | +3.9% |
| Q3 2013 | $821,000 | -5.4% | 53,600 | 0.0% | 0.18% | -11.4% |
| Q2 2013 | $868,000 | – | 53,600 | – | 0.20% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New Vernon Capital Holdings II LLC | 159,553 | $4,873,000 | 5.08% |
| Meditor Group Ltd | 213,800 | $6,529,000 | 4.34% |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 122,499 | $3,708,000 | 3.60% |
| Carmel Capital Management L.L.C. | 80,905 | $2,471,000 | 1.61% |
| Money Design Co.,Ltd. | 1,155,676 | $17,664,647 | 1.49% |
| Karp Capital Management Corp | 159,752 | $4,879,000 | 0.92% |
| Strategic Wealth Investment Group, LLC | 99,588 | $3,041,000 | 0.87% |
| GSB Wealth Management, LLC | 65,674 | $2,006,000 | 0.73% |
| Viewpoint Capital Management LLC | 23,972 | $732,000 | 0.72% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1,506,319 | $46,003,000 | 0.70% |