WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 131 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27 | +237.5% | 6,201 | +226.2% | 0.00% | +200.0% |
| Q2 2023 | $8 | -63.6% | 1,901 | +28.9% | 0.00% | -50.0% |
| Q1 2023 | $22 | -64.5% | 1,475 | -88.6% | 0.00% | -60.0% |
| Q4 2022 | $62 | -99.9% | 12,895 | +552.9% | 0.01% | +25.0% |
| Q3 2022 | $57,000 | +32.6% | 1,975 | -97.3% | 0.00% | +33.3% |
| Q2 2022 | $43,000 | -80.5% | 72,504 | +171.3% | 0.00% | -72.7% |
| Q1 2022 | $221,000 | +452.5% | 26,722 | -50.2% | 0.01% | +450.0% |
| Q4 2021 | $40,000 | +185.7% | 53,700 | +164.4% | 0.00% | – |
| Q3 2021 | $14,000 | – | 20,312 | +79.8% | 0.00% | – |
| Q2 2021 | $0 | -100.0% | 11,300 | +527.8% | 0.00% | – |
| Q1 2021 | $1,000 | -99.9% | 1,800 | -98.5% | 0.00% | -100.0% |
| Q4 2020 | $1,643,000 | +1108.1% | 117,603 | +45.0% | 0.08% | +875.0% |
| Q3 2020 | $136,000 | -70.4% | 81,107 | -33.6% | 0.01% | -74.2% |
| Q2 2020 | $459,000 | -22.9% | 122,200 | +59.3% | 0.03% | 0.0% |
| Q1 2020 | $595,000 | +67.1% | 76,700 | +11.4% | 0.03% | +40.9% |
| Q4 2019 | $356,000 | -29.8% | 68,848 | -12.2% | 0.02% | -52.2% |
| Q3 2019 | $507,000 | +482.8% | 78,450 | +32.7% | 0.05% | +475.0% |
| Q2 2019 | $87,000 | -73.7% | 59,100 | -71.1% | 0.01% | -76.5% |
| Q1 2019 | $331,000 | -95.2% | 204,500 | -31.6% | 0.03% | -94.8% |
| Q4 2018 | $6,887,000 | +141.7% | 298,946 | +82.7% | 0.65% | +232.0% |
| Q3 2018 | $2,849,000 | +71.0% | 163,582 | +108.4% | 0.20% | +48.1% |
| Q2 2018 | $1,666,000 | +167.4% | 78,481 | +119.9% | 0.13% | +146.3% |
| Q1 2018 | $623,000 | -83.3% | 35,683 | -87.6% | 0.05% | -64.5% |
| Q4 2017 | $3,721,000 | +3.1% | 288,171 | -21.1% | 0.15% | +12.6% |
| Q3 2017 | $3,609,000 | +1034.9% | 365,277 | +10.6% | 0.14% | +1025.0% |
| Q2 2017 | $318,000 | +171.8% | 330,300 | +383.6% | 0.01% | +200.0% |
| Q1 2017 | $117,000 | +1850.0% | 68,300 | +130.7% | 0.00% | – |
| Q4 2016 | $6,000 | -86.0% | 29,600 | -68.8% | 0.00% | -100.0% |
| Q3 2016 | $43,000 | -93.7% | 94,916 | +31.6% | 0.00% | -97.1% |
| Q2 2016 | $678,000 | -11.6% | 72,109 | -45.6% | 0.03% | -32.0% |
| Q1 2016 | $767,000 | +319.1% | 132,583 | +162.4% | 0.05% | +400.0% |
| Q4 2015 | $183,000 | – | 50,521 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 966,801 | $19,529,000 | 5.11% |
| Meditor Group Ltd | 670,000 | $13,534,000 | 3.34% |
| Barry Investment Advisors, LLC | 461,931 | $9,331,000 | 3.26% |
| Bedell Frazier Investment Counselling, LLC | 255,510 | $5,161,000 | 2.03% |
| GLOBEFLEX CAPITAL L P | 388,754 | $7,853,000 | 1.96% |
| Migdal Insurance & Financial Holdings Ltd. | 3,585,369 | $72,424,000 | 1.84% |
| CUMBERLAND ADVISORS INC | 91,320 | $1,845,000 | 1.32% |
| One Capital Management, LLC | 172,571 | $3,486,000 | 1.11% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 2,963,297 | $59,859,000 | 1.05% |
| Richard Bernstein Advisors LLC | 536,100 | $10,829,000 | 0.91% |