WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 163 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 3.65 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $744,420 | +21.6% | 20,251 | +15.1% | 0.00% | 0.0% |
| Q2 2023 | $612,368 | +8.9% | 17,597 | -1.3% | 0.00% | 0.0% |
| Q1 2023 | $562,347 | -2.4% | 17,830 | +0.9% | 0.00% | 0.0% |
| Q4 2022 | $576,018 | +29.7% | 17,675 | +21.6% | 0.00% | 0.0% |
| Q3 2022 | $444,000 | -31.7% | 14,530 | -33.7% | 0.00% | 0.0% |
| Q2 2022 | $650,000 | -0.2% | 21,913 | +21.2% | 0.00% | 0.0% |
| Q1 2022 | $651,000 | -2.5% | 18,078 | -1.3% | 0.00% | 0.0% |
| Q4 2021 | $668,000 | +24.4% | 18,323 | +27.7% | 0.00% | 0.0% |
| Q3 2021 | $537,000 | +13.5% | 14,352 | +2.8% | 0.00% | 0.0% |
| Q2 2021 | $473,000 | +5.6% | 13,960 | -1.7% | 0.00% | 0.0% |
| Q1 2021 | $448,000 | +6.9% | 14,201 | -0.9% | 0.00% | 0.0% |
| Q4 2020 | $419,000 | +24.0% | 14,337 | +0.0% | 0.00% | 0.0% |
| Q3 2020 | $338,000 | +9.7% | 14,335 | -6.6% | 0.00% | 0.0% |
| Q2 2020 | $308,000 | +14.9% | 15,354 | -7.2% | 0.00% | 0.0% |
| Q1 2020 | $268,000 | -39.1% | 16,550 | -6.4% | 0.00% | 0.0% |
| Q4 2019 | $440,000 | +5.0% | 17,681 | +0.5% | 0.00% | 0.0% |
| Q3 2019 | $419,000 | -18.6% | 17,586 | -11.0% | 0.00% | -50.0% |
| Q2 2019 | $515,000 | +6.8% | 19,766 | +8.0% | 0.00% | 0.0% |
| Q1 2019 | $482,000 | +8.1% | 18,300 | +1.8% | 0.00% | 0.0% |
| Q4 2018 | $446,000 | -11.5% | 17,977 | -14.1% | 0.00% | 0.0% |
| Q3 2018 | $504,000 | +6.3% | 20,919 | +11.1% | 0.00% | 0.0% |
| Q2 2018 | $474,000 | -4.6% | 18,823 | -0.6% | 0.00% | 0.0% |
| Q1 2018 | $497,000 | -5.3% | 18,945 | +0.4% | 0.00% | 0.0% |
| Q4 2017 | $525,000 | +21.8% | 18,870 | +10.2% | 0.00% | 0.0% |
| Q3 2017 | $431,000 | -40.0% | 17,129 | -41.5% | 0.00% | -50.0% |
| Q2 2017 | $718,000 | -45.4% | 29,288 | -46.2% | 0.00% | -42.9% |
| Q1 2017 | $1,315,000 | +174.0% | 54,489 | +129.2% | 0.01% | +133.3% |
| Q4 2016 | $480,000 | -8.4% | 23,777 | -2.0% | 0.00% | 0.0% |
| Q3 2016 | $524,000 | +870.4% | 24,254 | +800.0% | 0.00% | – |
| Q2 2016 | $54,000 | +45.9% | 2,695 | +41.2% | 0.00% | – |
| Q1 2016 | $37,000 | -90.9% | 1,909 | -90.6% | 0.00% | -100.0% |
| Q4 2015 | $405,000 | -5.8% | 20,410 | -5.5% | 0.00% | -25.0% |
| Q3 2015 | $430,000 | +28.4% | 21,595 | +39.6% | 0.00% | +33.3% |
| Q2 2015 | $335,000 | +32.4% | 15,473 | +39.6% | 0.00% | +50.0% |
| Q1 2015 | $253,000 | -62.8% | 11,081 | -64.1% | 0.00% | -71.4% |
| Q4 2014 | $681,000 | +331.0% | 30,901 | +328.5% | 0.01% | +250.0% |
| Q3 2014 | $158,000 | -87.3% | 7,211 | -89.0% | 0.00% | -89.5% |
| Q1 2014 | $1,242,000 | +1154.5% | 65,501 | +1051.6% | 0.02% | +850.0% |
| Q4 2013 | $99,000 | +800.0% | 5,688 | +660.4% | 0.00% | – |
| Q3 2013 | $11,000 | +1000.0% | 748 | +1146.7% | 0.00% | – |
| Q2 2013 | $1,000 | – | 60 | – | 0.00% | – |
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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% |