WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 134 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $772,850 | +14.2% | 18,850 | +2.4% | 0.38% | +6.1% |
| Q3 2023 | $676,752 | +6.7% | 18,410 | +1.0% | 0.36% | +11.8% |
| Q2 2023 | $634,404 | +10.8% | 18,230 | +0.4% | 0.32% | +4.5% |
| Q1 2023 | $572,609 | -10.2% | 18,155 | -7.2% | 0.31% | -12.5% |
| Q4 2022 | $637,623 | +4.5% | 19,565 | -2.1% | 0.35% | -1.9% |
| Q3 2022 | $610,000 | -8.5% | 19,985 | -11.1% | 0.36% | -1.4% |
| Q2 2022 | $667,000 | -31.4% | 22,480 | -16.7% | 0.36% | -17.3% |
| Q1 2022 | $972,000 | -9.2% | 26,990 | -8.0% | 0.44% | -6.6% |
| Q4 2021 | $1,070,000 | -3.2% | 29,335 | -0.7% | 0.47% | -10.1% |
| Q3 2021 | $1,105,000 | +10.4% | 29,555 | 0.0% | 0.52% | +9.4% |
| Q2 2021 | $1,001,000 | +4.7% | 29,555 | -2.6% | 0.48% | -0.4% |
| Q1 2021 | $956,000 | +5.9% | 30,330 | -1.9% | 0.48% | +4.8% |
| Q4 2020 | $903,000 | +19.1% | 30,925 | -3.7% | 0.46% | +9.0% |
| Q3 2020 | $758,000 | +5.6% | 32,100 | -10.4% | 0.42% | -0.5% |
| Q2 2020 | $718,000 | +8.8% | 35,825 | -12.1% | 0.42% | -9.0% |
| Q1 2020 | $660,000 | -34.6% | 40,755 | +0.5% | 0.46% | -17.1% |
| Q4 2019 | $1,009,000 | +3.6% | 40,555 | -0.7% | 0.56% | -3.6% |
| Q3 2019 | $974,000 | -7.9% | 40,845 | +0.6% | 0.58% | -8.3% |
| Q2 2019 | $1,058,000 | -0.9% | 40,595 | 0.0% | 0.64% | -1.9% |
| Q1 2019 | $1,068,000 | +8.5% | 40,595 | +2.3% | 0.65% | -3.7% |
| Q4 2018 | $984,000 | -0.2% | 39,695 | -2.9% | 0.67% | +15.3% |
| Q3 2018 | $986,000 | -4.4% | 40,900 | -0.1% | 0.58% | -8.9% |
| Q2 2018 | $1,031,000 | -4.9% | 40,950 | -0.9% | 0.64% | -5.9% |
| Q1 2018 | $1,084,000 | -5.2% | 41,330 | +0.7% | 0.68% | -2.3% |
| Q4 2017 | $1,143,000 | +12.9% | 41,040 | +2.1% | 0.70% | +10.1% |
| Q3 2017 | $1,012,000 | +5.4% | 40,215 | +2.7% | 0.63% | +3.3% |
| Q2 2017 | $960,000 | +2.1% | 39,150 | +0.5% | 0.61% | -1.0% |
| Q1 2017 | $940,000 | – | 38,945 | – | 0.62% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Barry Investment Advisors, LLC | 453,987 | $9,093,000 | 3.22% |
| ING GROEP NV | 2,195,958 | $43,985,000 | 1.89% |
| Strategic Wealth Investment Group, LLC | 93,240 | $1,868,000 | 1.83% |
| Meditor Group Ltd | 400,000 | $8,012,000 | 1.68% |
| Money Design Co.,Ltd. | 540,013 | $10,816,000 | 1.54% |
| GLOBEFLEX CAPITAL L P | 244,365 | $4,895,000 | 1.24% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1,649,988 | $33,049,000 | 0.80% |
| Millburn Ridgefield Corp | 405,451 | $8,121,000 | 0.54% |
| Lowe Wealth Advisors, LLC | 35,825 | $718,000 | 0.42% |
| Catalyst Capital Advisors LLC | 405,317 | $8,119,000 | 0.42% |