WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 122 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 7.23 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $350,960 | +11.5% | 8,560 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $314,665 | +5.6% | 8,560 | 0.0% | 0.01% | +9.1% |
| Q2 2023 | $297,888 | +10.3% | 8,560 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $269,982 | +96667.7% | 8,560 | 0.0% | 0.01% | -8.3% |
| Q4 2022 | $279 | -99.9% | 8,560 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $261,000 | +2.8% | 8,560 | 0.0% | 0.01% | +9.1% |
| Q2 2022 | $254,000 | -17.5% | 8,560 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $308,000 | -1.3% | 8,560 | 0.0% | 0.01% | +10.0% |
| Q4 2021 | $312,000 | -2.5% | 8,560 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $320,000 | +10.3% | 8,560 | 0.0% | 0.01% | +20.0% |
| Q2 2021 | $290,000 | +7.4% | 8,560 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $270,000 | +8.0% | 8,560 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $250,000 | +23.8% | 8,560 | 0.0% | 0.01% | +11.1% |
| Q3 2020 | $202,000 | – | 8,560 | – | 0.01% | – |
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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% |