Edge Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 137 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 12.82 and the average weighting 0.2%.

Quarter-by-quarter ownership
Edge Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$36,000
-2.7%
1,0000.0%0.01%0.0%
Q3 2021$37,000
+8.8%
1,0000.0%0.01%0.0%
Q2 2021$34,000
+6.2%
1,0000.0%0.01%0.0%
Q1 2021$32,000
+10.3%
1,0000.0%0.01%0.0%
Q4 2020$29,000
+20.8%
1,0000.0%0.01%
+16.7%
Q3 2020$24,000
-66.7%
1,000
-72.2%
0.01%
-57.1%
Q2 2020$72,000
+24.1%
3,6000.0%0.01%
+7.7%
Q1 2020$58,000
-35.6%
3,6000.0%0.01%
-27.8%
Q4 2019$90,0000.0%3,600
-5.3%
0.02%
-14.3%
Q3 2019$90,000
-9.1%
3,8000.0%0.02%
-4.5%
Q2 2019$99,000
-1.0%
3,8000.0%0.02%
-12.0%
Q1 2019$100,000
+6.4%
3,8000.0%0.02%
-7.4%
Q4 2018$94,000
+2.2%
3,8000.0%0.03%
+22.7%
Q3 2018$92,000
-4.2%
3,8000.0%0.02%
-8.3%
Q2 2018$96,000
-4.0%
3,8000.0%0.02%
-11.1%
Q1 2018$100,000
-4.8%
3,8000.0%0.03%
-10.0%
Q4 2017$105,000
+9.4%
3,8000.0%0.03%
+3.4%
Q3 2017$96,000
+1.1%
3,8000.0%0.03%
-3.3%
Q2 2017$95,000
+3.3%
3,8000.0%0.03%
-6.2%
Q1 2017$92,000
+19.5%
3,8000.0%0.03%
+10.3%
Q4 2016$77,000
-6.1%
3,8000.0%0.03%
-17.1%
Q3 2016$82,000
+6.5%
3,8000.0%0.04%
+9.4%
Q2 2016$77,000
+4.1%
3,8000.0%0.03%
-5.9%
Q1 2016$74,000
-2.6%
3,8000.0%0.03%
+17.2%
Q4 2015$76,000
-9.5%
3,800
-10.6%
0.03%
-9.4%
Q3 2015$84,000
-26.3%
4,250
-19.0%
0.03%
-17.9%
Q2 2015$114,000
-13.0%
5,250
-8.7%
0.04%
-11.4%
Q1 2015$131,0005,7500.04%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
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