Creative Planning - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 132 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of WISDOMTREE TR
ValueSharesWeighting
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$1,000600.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
New Vernon Capital Holdings II LLC 159,553$4,873,0005.08%
Meditor Group Ltd 213,800$6,529,0004.34%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 122,499$3,708,0003.60%
Carmel Capital Management L.L.C. 80,905$2,471,0001.61%
Money Design Co.,Ltd. 1,155,676$17,664,6471.49%
Karp Capital Management Corp 159,752$4,879,0000.92%
Strategic Wealth Investment Group, LLC 99,588$3,041,0000.87%
GSB Wealth Management, LLC 65,674$2,006,0000.73%
Viewpoint Capital Management LLC 23,972$732,0000.72%
DRIEHAUS CAPITAL MANAGEMENT LLC 1,506,319$46,003,0000.70%
View complete list of WISDOMTREE TR shareholders