WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 125 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 6.38 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,283,978 | +88.2% | 89,336 | +78.1% | 0.01% | +100.0% |
| Q2 2023 | $1,745,103 | +10.6% | 50,147 | +0.3% | 0.00% | 0.0% |
| Q1 2023 | $1,577,367 | +13.3% | 50,012 | +17.1% | 0.00% | 0.0% |
| Q4 2022 | $1,391,973 | +6.5% | 42,712 | -0.2% | 0.00% | 0.0% |
| Q3 2022 | $1,307,000 | +2.5% | 42,808 | -0.4% | 0.00% | 0.0% |
| Q2 2022 | $1,275,000 | -42.2% | 43,001 | -29.8% | 0.00% | -25.0% |
| Q1 2022 | $2,205,000 | +10.4% | 61,221 | +11.8% | 0.00% | 0.0% |
| Q4 2021 | $1,998,000 | +15.0% | 54,769 | +17.9% | 0.00% | 0.0% |
| Q3 2021 | $1,737,000 | +12.4% | 46,439 | +1.7% | 0.00% | +33.3% |
| Q2 2021 | $1,546,000 | +7.7% | 45,653 | +0.2% | 0.00% | 0.0% |
| Q1 2021 | $1,436,000 | +3.9% | 45,564 | -3.7% | 0.00% | 0.0% |
| Q4 2020 | $1,382,000 | +22.6% | 47,305 | -0.9% | 0.00% | 0.0% |
| Q3 2020 | $1,127,000 | +13.7% | 47,741 | -3.5% | 0.00% | 0.0% |
| Q2 2020 | $991,000 | +224.9% | 49,485 | +304.1% | 0.00% | +200.0% |
| Q4 2019 | $305,000 | -1.9% | 12,247 | -6.1% | 0.00% | 0.0% |
| Q3 2019 | $311,000 | -45.2% | 13,047 | -40.2% | 0.00% | -50.0% |
| Q2 2019 | $568,000 | -51.2% | 21,800 | -50.7% | 0.00% | -60.0% |
| Q1 2019 | $1,164,000 | -11.5% | 44,215 | -16.6% | 0.01% | -28.6% |
| Q4 2018 | $1,315,000 | +8.9% | 53,030 | +6.0% | 0.01% | +40.0% |
| Q3 2018 | $1,207,000 | -2.6% | 50,050 | +1.7% | 0.01% | -16.7% |
| Q2 2018 | $1,239,000 | +33.5% | 49,211 | +39.0% | 0.01% | +20.0% |
| Q1 2018 | $928,000 | -1.5% | 35,406 | +4.7% | 0.01% | -16.7% |
| Q4 2017 | $942,000 | +9.0% | 33,831 | -1.4% | 0.01% | 0.0% |
| Q3 2017 | $864,000 | +7.9% | 34,317 | +5.0% | 0.01% | 0.0% |
| Q2 2017 | $801,000 | +161.8% | 32,690 | +158.1% | 0.01% | +200.0% |
| Q1 2017 | $306,000 | +35.4% | 12,668 | +21.3% | 0.00% | -87.5% |
| Q2 2015 | $226,000 | – | 10,440 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Barry Investment Advisors, LLC | 453,987 | $9,093,000 | 3.22% |
| ING GROEP NV | 2,195,958 | $43,985,000 | 1.89% |
| Strategic Wealth Investment Group, LLC | 93,240 | $1,868,000 | 1.83% |
| Meditor Group Ltd | 400,000 | $8,012,000 | 1.68% |
| Money Design Co.,Ltd. | 540,013 | $10,816,000 | 1.54% |
| GLOBEFLEX CAPITAL L P | 244,365 | $4,895,000 | 1.24% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1,649,988 | $33,049,000 | 0.80% |
| Millburn Ridgefield Corp | 405,451 | $8,121,000 | 0.54% |
| Lowe Wealth Advisors, LLC | 35,825 | $718,000 | 0.42% |
| Catalyst Capital Advisors LLC | 405,317 | $8,119,000 | 0.42% |