WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 123 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 16.91 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $808,935 | +5.6% | 22,006 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $765,803 | +10.2% | 22,006 | -0.1% | 0.01% | -7.7% |
| Q1 2023 | $694,848 | -8.2% | 22,031 | -5.1% | 0.01% | -27.8% |
| Q4 2022 | $756,599 | +1.0% | 23,216 | -5.3% | 0.02% | -21.7% |
| Q3 2022 | $749,000 | +2.9% | 24,512 | -0.2% | 0.02% | +4.5% |
| Q2 2022 | $728,000 | -19.8% | 24,552 | -2.7% | 0.02% | -26.7% |
| Q1 2022 | $908,000 | -3.0% | 25,221 | -1.8% | 0.03% | 0.0% |
| Q4 2021 | $936,000 | -7.0% | 25,671 | -4.6% | 0.03% | -18.9% |
| Q3 2021 | $1,006,000 | +10.4% | 26,900 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $911,000 | +7.4% | 26,900 | 0.0% | 0.04% | -17.8% |
| Q1 2021 | $848,000 | +5.0% | 26,900 | -2.8% | 0.04% | -4.3% |
| Q4 2020 | $808,000 | +14.9% | 27,665 | -7.2% | 0.05% | -2.1% |
| Q3 2020 | $703,000 | +17.8% | 29,804 | 0.0% | 0.05% | +6.7% |
| Q2 2020 | $597,000 | +20.6% | 29,804 | -2.4% | 0.04% | -4.3% |
| Q1 2020 | $495,000 | -36.2% | 30,535 | -2.1% | 0.05% | -50.5% |
| Q4 2019 | $776,000 | +4.2% | 31,175 | -0.3% | 0.10% | -7.8% |
| Q3 2019 | $745,000 | -8.6% | 31,258 | 0.0% | 0.10% | -10.4% |
| Q2 2019 | $815,000 | -1.0% | 31,258 | 0.0% | 0.12% | -25.8% |
| Q1 2019 | $823,000 | +6.2% | 31,258 | 0.0% | 0.16% | -4.3% |
| Q4 2018 | $775,000 | +2.8% | 31,258 | 0.0% | 0.16% | +20.0% |
| Q3 2018 | $754,000 | -4.2% | 31,258 | 0.0% | 0.14% | -19.6% |
| Q2 2018 | $787,000 | -4.0% | 31,258 | 0.0% | 0.17% | -2.9% |
| Q1 2018 | $820,000 | -8.1% | 31,258 | -2.4% | 0.17% | -8.0% |
| Q4 2017 | $892,000 | +10.5% | 32,030 | -0.1% | 0.19% | +3.9% |
| Q3 2017 | $807,000 | +2.4% | 32,048 | -0.3% | 0.18% | -2.7% |
| Q2 2017 | $788,000 | -2.2% | 32,143 | -3.7% | 0.19% | -6.5% |
| Q1 2017 | $806,000 | +18.0% | 33,384 | -1.3% | 0.20% | +8.7% |
| Q4 2016 | $683,000 | -13.7% | 33,828 | -7.6% | 0.18% | -15.7% |
| Q3 2016 | $791,000 | +4.1% | 36,598 | -2.8% | 0.22% | 0.0% |
| Q2 2016 | $760,000 | +3.4% | 37,660 | +0.0% | 0.22% | -2.7% |
| Q1 2016 | $735,000 | -1.7% | 37,655 | -0.0% | 0.22% | -4.3% |
| Q4 2015 | $748,000 | -8.7% | 37,671 | -8.3% | 0.23% | -20.5% |
| Q3 2015 | $819,000 | -8.1% | 41,101 | +0.0% | 0.29% | -2.3% |
| Q2 2015 | $891,000 | -5.8% | 41,097 | -0.9% | 0.30% | -10.4% |
| Q1 2015 | $946,000 | +3.4% | 41,482 | +0.0% | 0.34% | -3.5% |
| Q4 2014 | $915,000 | -0.1% | 41,481 | -0.8% | 0.35% | -10.8% |
| Q3 2014 | $916,000 | -4.4% | 41,812 | -1.9% | 0.39% | -6.0% |
| Q2 2014 | $958,000 | +18.0% | 42,625 | -0.5% | 0.41% | +10.1% |
| Q1 2014 | $812,000 | +8.7% | 42,834 | +0.0% | 0.38% | +2.7% |
| Q4 2013 | $747,000 | +9.7% | 42,831 | -3.7% | 0.37% | -1.3% |
| Q3 2013 | $681,000 | -30.3% | 44,454 | -26.3% | 0.37% | -34.6% |
| Q2 2013 | $977,000 | – | 60,281 | – | 0.57% | – |
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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% |