New Vernon Capital Holdings II LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 134 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.1%.

Quarter-by-quarter ownership
New Vernon Capital Holdings II LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$7,761,984
+5.6%
211,1530.0%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%
159,5530.0%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%
288,6380.0%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%
171,1890.0%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%
521,1890.0%51.32%
-3.7%
Q3 2014$11,419,000
-2.5%
521,1890.0%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$5,520,000360,29844.02%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 453,987$9,093,0003.22%
ING GROEP NV 2,195,958$43,985,0001.89%
Strategic Wealth Investment Group, LLC 93,240$1,868,0001.83%
Meditor Group Ltd 400,000$8,012,0001.68%
Money Design Co.,Ltd. 540,013$10,816,0001.54%
GLOBEFLEX CAPITAL L P 244,365$4,895,0001.24%
DRIEHAUS CAPITAL MANAGEMENT LLC 1,649,988$33,049,0000.80%
Millburn Ridgefield Corp 405,451$8,121,0000.54%
Lowe Wealth Advisors, LLC 35,825$718,0000.42%
Catalyst Capital Advisors LLC 405,317$8,119,0000.42%
View complete list of WISDOMTREE TR shareholders