WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 110 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is 15.16 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $836,438 | +8.9% | 22,754 | +3.1% | 0.10% | +12.2% |
| Q2 2023 | $768,350 | +8.9% | 22,079 | -1.3% | 0.09% | +2.3% |
| Q1 2023 | $705,834 | -3.2% | 22,379 | 0.0% | 0.09% | -5.4% |
| Q4 2022 | $729,332 | +6.8% | 22,379 | 0.0% | 0.09% | -1.1% |
| Q3 2022 | $683,000 | +3.8% | 22,379 | +0.9% | 0.09% | +10.6% |
| Q2 2022 | $658,000 | -17.6% | 22,175 | 0.0% | 0.08% | -7.6% |
| Q1 2022 | $799,000 | -1.2% | 22,175 | 0.0% | 0.09% | -2.1% |
| Q4 2021 | $809,000 | -2.9% | 22,175 | -0.4% | 0.09% | -13.8% |
| Q3 2021 | $833,000 | +7.1% | 22,275 | -3.0% | 0.11% | +0.9% |
| Q2 2021 | $778,000 | +7.5% | 22,975 | 0.0% | 0.11% | -1.8% |
| Q1 2021 | $724,000 | +7.9% | 22,975 | 0.0% | 0.11% | -2.7% |
| Q4 2020 | $671,000 | +18.3% | 22,975 | -4.4% | 0.11% | +1.8% |
| Q3 2020 | $567,000 | +12.3% | 24,025 | -4.8% | 0.11% | +1.8% |
| Q2 2020 | $505,000 | +10.5% | 25,225 | -10.6% | 0.11% | -9.2% |
| Q1 2020 | $457,000 | -50.5% | 28,225 | -24.0% | 0.12% | -38.1% |
| Q4 2019 | $924,000 | +4.8% | 37,125 | +0.3% | 0.19% | -5.8% |
| Q3 2019 | $882,000 | -9.8% | 37,000 | -1.4% | 0.21% | -13.4% |
| Q2 2019 | $978,000 | +5.5% | 37,524 | +6.6% | 0.24% | +0.4% |
| Q1 2019 | $927,000 | +9.4% | 35,200 | +1.4% | 0.24% | -1.7% |
| Q4 2018 | $847,000 | -53.5% | 34,700 | -53.1% | 0.24% | -3.2% |
| Q3 2018 | $1,823,000 | +98.4% | 74,025 | +102.7% | 0.25% | -3.9% |
| Q2 2018 | $919,000 | -1.5% | 36,525 | +2.6% | 0.26% | -6.5% |
| Q1 2018 | $933,000 | -2.4% | 35,600 | +3.6% | 0.28% | -1.8% |
| Q4 2017 | $956,000 | +11.8% | 34,350 | +1.1% | 0.28% | -1.1% |
| Q3 2017 | $855,000 | +7.3% | 33,975 | +4.5% | 0.28% | +0.7% |
| Q2 2017 | $797,000 | – | 32,500 | – | 0.28% | – |
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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% |