WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 124 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 25.07 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $467 | -99.8% | 12,715 | +76.7% | 0.01% | +150.0% |
| Q1 2021 | $226,000 | -81.8% | 7,196 | -83.1% | 0.00% | -92.0% |
| Q4 2020 | $1,244,000 | +13.8% | 42,601 | -3.0% | 0.02% | -46.8% |
| Q4 2019 | $1,093,000 | +413.1% | 43,918 | +391.5% | 0.05% | +370.0% |
| Q3 2019 | $213,000 | -53.1% | 8,936 | -52.6% | 0.01% | -85.9% |
| Q3 2018 | $454,000 | 0.0% | 18,852 | -10.4% | 0.07% | -82.2% |
| Q3 2016 | $454,000 | +94.0% | 21,035 | +75.2% | 0.40% | +63.9% |
| Q1 2016 | $234,000 | -24.0% | 12,005 | -11.2% | 0.24% | -38.1% |
| Q1 2015 | $308,000 | – | 13,523 | – | 0.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meditor Group Ltd | 60,700 | $2,488,700 | 3.11% |
| Leibman Financial Services, Inc. | 77,773 | $3,188,677 | 2.65% |
| Lowe Wealth Advisors, LLC | 18,850 | $772,850 | 0.38% |
| Harbour Capital Advisors, LLC | 13,263 | $543,252 | 0.15% |
| Westwind Capital | 10,190 | $418 | 0.11% |
| BALDWIN BROTHERS LLC/MA | 5,388 | $220,908 | 0.02% |
| Diversified Trust Co | 8,560 | $350,960 | 0.01% |
| Bartlett & Co. LLC | 4,100 | $169 | 0.00% |