WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 179 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 2.72 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,761,984 | +5.6% | 211,153 | 0.0% | 6.73% | +37.3% |
| Q2 2023 | $7,348,124 | +24.3% | 211,153 | +12.6% | 4.90% | +12.7% |
| Q1 2023 | $5,912,268 | +13.7% | 187,453 | +17.5% | 4.35% | +3.8% |
| Q4 2022 | $5,199,832 | +6.7% | 159,553 | 0.0% | 4.19% | -17.6% |
| Q3 2022 | $4,873,000 | +1685.0% | 159,553 | +1631.3% | 5.08% | +2211.4% |
| Q2 2022 | $273,000 | -94.7% | 9,216 | -93.5% | 0.22% | -91.0% |
| Q4 2021 | $5,190,000 | +16.9% | 142,282 | +19.9% | 2.46% | +23.7% |
| Q3 2021 | $4,438,000 | +229.2% | 118,665 | +198.2% | 1.98% | +284.7% |
| Q2 2021 | $1,348,000 | -71.5% | 39,800 | -86.2% | 0.52% | -80.6% |
| Q4 2019 | $4,728,000 | -31.3% | 288,638 | 0.0% | 2.66% | -43.6% |
| Q3 2019 | $6,884,000 | +188.6% | 288,638 | +204.6% | 4.72% | +79.7% |
| Q2 2018 | $2,385,000 | +60.4% | 94,746 | +67.0% | 2.63% | +27.0% |
| Q1 2018 | $1,487,000 | -57.8% | 56,730 | -55.2% | 2.07% | -57.8% |
| Q4 2017 | $3,525,000 | -5.0% | 126,599 | -26.0% | 4.90% | -67.0% |
| Q2 2015 | $3,710,000 | -4.9% | 171,189 | 0.0% | 14.86% | -45.3% |
| Q1 2015 | $3,903,000 | -66.0% | 171,189 | -67.2% | 27.17% | -47.1% |
| Q4 2014 | $11,492,000 | +0.6% | 521,189 | 0.0% | 51.32% | -3.7% |
| Q3 2014 | $11,419,000 | -2.5% | 521,189 | 0.0% | 53.28% | -16.2% |
| Q2 2014 | $11,711,000 | +58.0% | 521,189 | +33.3% | 63.60% | -0.5% |
| Q1 2014 | $7,413,000 | +34.3% | 391,002 | +8.5% | 63.89% | +45.1% |
| Q3 2013 | $5,520,000 | – | 360,298 | – | 44.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New Vernon Capital Holdings II LLC | 211,153 | $7,761,984 | 6.73% |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 122,499 | $4,536,015 | 3.93% |
| Black Swift Group, LLC | 267,524 | $9,834,182 | 3.21% |
| Whitaker-Myers Wealth Managers, LTD. | 138,189 | $5,079,828 | 3.15% |
| Meditor Group Ltd | 60,700 | $2,231,332 | 2.89% |
| Carmel Capital Management L.L.C. | 91,655 | $3,369,238 | 1.91% |
| Randolph Co Inc | 214,785 | $7,895,497 | 1.27% |
| Ferguson Shapiro LLC | 61,098 | $2,245,962 | 1.24% |
| Redhawk Wealth Advisors, Inc. | 95,100 | $3,495,893 | 1.16% |
| Money Design Co.,Ltd. | 473,471 | $17,405 | 1.06% |