Bartlett & Co. LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 135 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.23 and the average weighting 0.2%.

Quarter-by-quarter ownership
Bartlett & Co. LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2023$169
+11.9%
4,1000.0%0.00%0.0%
Q3 2023$151
+5.6%
4,1000.0%0.00%
+50.0%
Q2 2023$143
+10.9%
4,1000.0%0.00%0.0%
Q1 2023$129
-3.7%
4,1000.0%0.00%
-33.3%
Q4 2022$134
-99.9%
4,1000.0%0.00%0.0%
Q3 2022$125,000
-17.2%
4,100
-19.6%
0.00%0.0%
Q2 2022$151,000
-17.9%
5,1000.0%0.00%0.0%
Q1 2022$184,000
+4500.0%
5,100
+2515.4%
0.00%
Q1 2014$4,0001950.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 966,801$19,529,0005.11%
Meditor Group Ltd 670,000$13,534,0003.34%
Barry Investment Advisors, LLC 461,931$9,331,0003.26%
Bedell Frazier Investment Counselling, LLC 255,510$5,161,0002.03%
GLOBEFLEX CAPITAL L P 388,754$7,853,0001.96%
Migdal Insurance & Financial Holdings Ltd. 3,585,369$72,424,0001.84%
CUMBERLAND ADVISORS INC 91,320$1,845,0001.32%
One Capital Management, LLC 172,571$3,486,0001.11%
CAUSEWAY CAPITAL MANAGEMENT LLC 2,963,297$59,859,0001.05%
Richard Bernstein Advisors LLC 536,100$10,829,0000.91%
View complete list of WISDOMTREE TR shareholders