WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 8 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,769 | +16.5% | 565 | 0.0% | 0.01% | +11.1% |
| Q2 2023 | $17,820 | +98900.0% | 565 | 0.0% | 0.01% | -10.0% |
| Q1 2023 | $18 | 0.0% | 565 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $18 | -99.9% | 565 | 0.0% | 0.01% | -54.5% |
| Q3 2022 | $17,000 | 0.0% | 565 | 0.0% | 0.02% | +4.8% |
| Q2 2022 | $17,000 | -15.0% | 565 | 0.0% | 0.02% | -4.5% |
| Q1 2022 | $20,000 | -4.8% | 565 | 0.0% | 0.02% | -8.3% |
| Q4 2021 | $21,000 | 0.0% | 565 | 0.0% | 0.02% | -7.7% |
| Q3 2021 | $21,000 | +10.5% | 565 | 0.0% | 0.03% | +8.3% |
| Q2 2021 | $19,000 | +5.6% | 565 | 0.0% | 0.02% | -7.7% |
| Q1 2021 | $18,000 | +5.9% | 565 | 0.0% | 0.03% | -7.1% |
| Q4 2020 | $17,000 | +30.8% | 565 | 0.0% | 0.03% | +12.0% |
| Q3 2020 | $13,000 | +18.2% | 565 | 0.0% | 0.02% | -7.4% |
| Q2 2020 | $11,000 | +22.2% | 565 | 0.0% | 0.03% | +8.0% |
| Q1 2020 | $9,000 | -35.7% | 565 | 0.0% | 0.02% | -44.4% |
| Q4 2019 | $14,000 | +7.7% | 565 | 0.0% | 0.04% | +2.3% |
| Q3 2019 | $13,000 | -13.3% | 565 | 0.0% | 0.04% | -13.7% |
| Q2 2019 | $15,000 | 0.0% | 565 | 0.0% | 0.05% | -3.8% |
| Q1 2019 | $15,000 | +7.1% | 565 | 0.0% | 0.05% | -1.9% |
| Q4 2018 | $14,000 | 0.0% | 565 | 0.0% | 0.05% | +12.5% |
| Q3 2018 | $14,000 | 0.0% | 565 | 0.0% | 0.05% | -7.7% |
| Q2 2018 | $14,000 | -6.7% | 565 | 0.0% | 0.05% | -11.9% |
| Q1 2018 | $15,000 | -6.2% | 565 | 0.0% | 0.06% | -6.3% |
| Q4 2017 | $16,000 | +14.3% | 565 | 0.0% | 0.06% | +6.8% |
| Q3 2017 | $14,000 | 0.0% | 565 | 0.0% | 0.06% | -11.9% |
| Q2 2017 | $14,000 | 0.0% | 565 | 0.0% | 0.07% | +3.1% |
| Q1 2017 | $14,000 | +27.3% | 565 | 0.0% | 0.06% | +18.2% |
| Q4 2016 | $11,000 | -8.3% | 565 | 0.0% | 0.06% | -12.7% |
| Q3 2016 | $12,000 | +9.1% | 565 | 0.0% | 0.06% | +6.8% |
| Q2 2016 | $11,000 | 0.0% | 565 | 0.0% | 0.06% | -3.3% |
| Q1 2016 | $11,000 | 0.0% | 565 | 0.0% | 0.06% | -6.2% |
| Q4 2015 | $11,000 | 0.0% | 565 | 0.0% | 0.06% | 0.0% |
| Q3 2015 | $11,000 | -8.3% | 565 | 0.0% | 0.06% | -14.5% |
| Q2 2015 | $12,000 | -7.7% | 565 | 0.0% | 0.08% | -11.6% |
| Q1 2015 | $13,000 | +8.3% | 565 | 0.0% | 0.09% | +4.9% |
| Q4 2014 | $12,000 | 0.0% | 565 | 0.0% | 0.08% | -10.9% |
| Q3 2014 | $12,000 | -7.7% | 565 | 0.0% | 0.09% | -9.8% |
| Q2 2014 | $13,000 | +18.2% | 565 | 0.0% | 0.10% | +15.9% |
| Q1 2014 | $11,000 | +10.0% | 565 | 0.0% | 0.09% | -10.2% |
| Q4 2013 | $10,000 | – | 565 | – | 0.10% | – |
Download | ||||||
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% |