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 | $5,065,528 | +140.2% | 137,800 | +127.4% | 0.01% | +125.0% |
| Q2 2023 | $2,108,880 | +1404.9% | 60,600 | +1309.3% | 0.00% | – |
| Q4 2022 | $140,137 | +119.0% | 4,300 | +104.8% | 0.00% | – |
| Q3 2022 | $64,000 | -87.1% | 2,100 | -91.6% | 0.00% | -100.0% |
| Q3 2015 | $498,000 | -94.4% | 25,000 | -93.8% | 0.00% | -90.9% |
| Q3 2014 | $8,885,000 | +134.3% | 405,500 | +102.8% | 0.01% | +120.0% |
| Q1 2014 | $3,792,000 | – | 200,000 | – | 0.01% | – |
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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% |