WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 124 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 25.07 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $889,592 | +5.6% | 24,200 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $842,160 | +10.3% | 24,200 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $763,268 | -3.2% | 24,200 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $788,678 | +29.1% | 24,200 | +24.7% | 0.00% | 0.0% |
| Q1 2021 | $611,000 | +7.8% | 19,400 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $567,000 | +124.1% | 19,400 | +81.3% | 0.00% | +100.0% |
| Q3 2020 | $253,000 | +18.2% | 10,700 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $214,000 | -4.9% | 10,700 | -23.0% | 0.00% | -50.0% |
| Q1 2020 | $225,000 | -75.2% | 13,900 | -61.9% | 0.00% | -66.7% |
| Q4 2019 | $908,000 | +34.1% | 36,500 | +28.5% | 0.01% | +20.0% |
| Q3 2019 | $677,000 | -87.8% | 28,400 | -86.7% | 0.01% | -86.8% |
| Q2 2019 | $5,555,000 | +4.9% | 213,150 | +6.0% | 0.04% | -2.6% |
| Q1 2019 | $5,296,000 | -1.3% | 201,150 | -7.0% | 0.04% | -18.8% |
| Q4 2018 | $5,365,000 | +2.9% | 216,350 | 0.0% | 0.05% | +23.1% |
| Q3 2018 | $5,216,000 | +15.0% | 216,350 | +20.1% | 0.04% | -37.1% |
| Q2 2018 | $4,534,000 | -4.0% | 180,150 | 0.0% | 0.06% | 0.0% |
| Q1 2018 | $4,724,000 | +531.6% | 180,150 | +422.2% | 0.06% | +158.3% |
| Q2 2015 | $748,000 | -5.0% | 34,500 | 0.0% | 0.02% | -11.1% |
| Q1 2015 | $787,000 | +3.4% | 34,500 | 0.0% | 0.03% | -3.6% |
| Q4 2014 | $761,000 | -27.9% | 34,500 | -13.8% | 0.03% | -76.3% |
| Q4 2010 | $1,056,000 | – | 40,000 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 966,801 | $19,529,000 | 5.11% |
| Meditor Group Ltd | 670,000 | $13,534,000 | 3.34% |
| Barry Investment Advisors, LLC | 461,931 | $9,331,000 | 3.26% |
| Bedell Frazier Investment Counselling, LLC | 255,510 | $5,161,000 | 2.03% |
| GLOBEFLEX CAPITAL L P | 388,754 | $7,853,000 | 1.96% |
| Migdal Insurance & Financial Holdings Ltd. | 3,585,369 | $72,424,000 | 1.84% |
| CUMBERLAND ADVISORS INC | 91,320 | $1,845,000 | 1.32% |
| One Capital Management, LLC | 172,571 | $3,486,000 | 1.11% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 2,963,297 | $59,859,000 | 1.05% |
| Richard Bernstein Advisors LLC | 536,100 | $10,829,000 | 0.91% |