WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 173 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 1.49 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,112,496 | +4.8% | 438,316 | -0.8% | 0.45% | +0.9% |
| Q2 2023 | $15,379,129 | +8.4% | 441,929 | -1.7% | 0.45% | +3.0% |
| Q1 2023 | $14,182,339 | +9.5% | 449,662 | +13.1% | 0.43% | +2.9% |
| Q4 2022 | $12,955,731 | +13.8% | 397,537 | +6.7% | 0.42% | -1.9% |
| Q3 2022 | $11,381,000 | +17.2% | 372,646 | +13.8% | 0.43% | +5.7% |
| Q2 2022 | $9,711,000 | +11.7% | 327,395 | +35.6% | 0.41% | +8.6% |
| Q1 2022 | $8,693,000 | +7.4% | 241,416 | +8.8% | 0.37% | +0.3% |
| Q4 2021 | $8,096,000 | +8.3% | 221,933 | +11.0% | 0.37% | -0.5% |
| Q3 2021 | $7,475,000 | -6.4% | 199,874 | -15.2% | 0.38% | -4.8% |
| Q2 2021 | $7,982,000 | +19.7% | 235,748 | +11.4% | 0.39% | +6.5% |
| Q1 2021 | $6,670,000 | -3.7% | 211,619 | -10.8% | 0.37% | -4.1% |
| Q4 2020 | $6,928,000 | -8.3% | 237,174 | -25.9% | 0.39% | -9.4% |
| Q3 2020 | $7,556,000 | -6.9% | 320,161 | -21.0% | 0.43% | +1.7% |
| Q2 2020 | $8,119,000 | -13.7% | 405,317 | -30.2% | 0.42% | -10.9% |
| Q1 2020 | $9,410,000 | -35.6% | 580,840 | -1.1% | 0.47% | +0.2% |
| Q4 2019 | $14,619,000 | +4.4% | 587,326 | 0.0% | 0.47% | -0.4% |
| Q3 2019 | $14,008,000 | +1.9% | 587,326 | +11.3% | 0.47% | +4.0% |
| Q2 2019 | $13,752,000 | +5.9% | 527,715 | +7.0% | 0.45% | 0.0% |
| Q1 2019 | $12,990,000 | +9.3% | 493,370 | +3.0% | 0.45% | +2.3% |
| Q4 2018 | $11,880,000 | -5.3% | 479,034 | -7.9% | 0.44% | +7.5% |
| Q3 2018 | $12,541,000 | -0.3% | 520,169 | +4.0% | 0.41% | -7.2% |
| Q2 2018 | $12,585,000 | +6.4% | 499,991 | +10.8% | 0.44% | +4.2% |
| Q1 2018 | $11,831,000 | -1.0% | 451,225 | +5.1% | 0.43% | -3.8% |
| Q4 2017 | $11,956,000 | +42.4% | 429,439 | +28.7% | 0.44% | +20.7% |
| Q3 2017 | $8,395,000 | +2.7% | 333,551 | 0.0% | 0.37% | +4.9% |
| Q2 2017 | $8,175,000 | +33.8% | 333,551 | +31.7% | 0.35% | +15.1% |
| Q1 2017 | $6,112,000 | +57.9% | 253,306 | +32.2% | 0.30% | +22.6% |
| Q4 2016 | $3,871,000 | +59.2% | 191,655 | +70.4% | 0.25% | -7.5% |
| Q3 2016 | $2,431,000 | – | 112,465 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New Vernon Capital Holdings II LLC | 159,553 | $4,873,000 | 5.08% |
| Meditor Group Ltd | 213,800 | $6,529,000 | 4.34% |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 122,499 | $3,708,000 | 3.60% |
| Carmel Capital Management L.L.C. | 80,905 | $2,471,000 | 1.61% |
| Money Design Co.,Ltd. | 1,155,676 | $17,664,647 | 1.49% |
| Karp Capital Management Corp | 159,752 | $4,879,000 | 0.92% |
| Strategic Wealth Investment Group, LLC | 99,588 | $3,041,000 | 0.87% |
| GSB Wealth Management, LLC | 65,674 | $2,006,000 | 0.73% |
| Viewpoint Capital Management LLC | 23,972 | $732,000 | 0.72% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1,506,319 | $46,003,000 | 0.70% |