Diversified Trust Co - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 137 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.23 and the average weighting 0.2%.

Quarter-by-quarter ownership
Diversified Trust Co ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$413,276
+10.8%
8,5600.0%0.01%
+9.1%
Q1 2024$372,873
+6.2%
8,5600.0%0.01%
-8.3%
Q4 2023$350,960
+11.5%
8,5600.0%0.01%0.0%
Q3 2023$314,665
+5.6%
8,5600.0%0.01%
+9.1%
Q2 2023$297,888
+10.3%
8,5600.0%0.01%0.0%
Q1 2023$269,982
+96667.7%
8,5600.0%0.01%
-8.3%
Q4 2022$279
-99.9%
8,5600.0%0.01%0.0%
Q3 2022$261,000
+2.8%
8,5600.0%0.01%
+9.1%
Q2 2022$254,000
-17.5%
8,5600.0%0.01%0.0%
Q1 2022$308,000
-1.3%
8,5600.0%0.01%
+10.0%
Q4 2021$312,000
-2.5%
8,5600.0%0.01%
-16.7%
Q3 2021$320,000
+10.3%
8,5600.0%0.01%
+20.0%
Q2 2021$290,000
+7.4%
8,5600.0%0.01%0.0%
Q1 2021$270,000
+8.0%
8,5600.0%0.01%0.0%
Q4 2020$250,000
+23.8%
8,5600.0%0.01%
+11.1%
Q3 2020$202,0008,5600.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 966,801$23,696,00014.88%
XPONANCE, INC. 615,501$24,180,0006.05%
Barry Investment Advisors, LLC 483,539$11,852,0004.47%
ELEMENT CAPITAL MANAGEMENT LLC 800,000$19,608,0003.97%
GLOBEFLEX CAPITAL L P 470,612$11,535,0002.84%
Bedell Frazier Investment Counselling, LLC 273,400$6,701,0002.44%
Meditor Group Ltd 630,000$15,441,0002.32%
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 3,896,900$95,513,0002.32%
Clal Insurance Enterprises Holdings Ltd 4,498,443$110,257,0002.19%
CALDWELL & ORKIN INC 42,300$1,037,0001.29%
View complete list of WISDOMTREE TR shareholders