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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $748,544 | +5.5% | 20,363 | -0.1% | 0.55% | +4.8% |
| Q2 2023 | $709,433 | +8.8% | 20,386 | -1.4% | 0.53% | +35.2% |
| Q1 2023 | $652,279 | -1.8% | 20,681 | +1.5% | 0.39% | -31.5% |
| Q4 2022 | $664,315 | -99.9% | 20,384 | +0.7% | 0.57% | -11.0% |
| Q3 2022 | $618,221,000 | +107604.0% | 20,243 | +27.2% | 0.64% | +74.8% |
| Q1 2022 | $574,000 | +2.5% | 15,919 | +3.7% | 0.36% | +10.3% |
| Q4 2021 | $560,000 | +14.3% | 15,353 | +17.1% | 0.33% | +4.4% |
| Q3 2021 | $490,000 | +38.0% | 13,112 | +25.1% | 0.32% | +63.4% |
| Q2 2021 | $355,000 | -3.8% | 10,484 | -10.4% | 0.19% | -11.8% |
| Q1 2021 | $369,000 | +5.4% | 11,707 | -2.4% | 0.22% | -9.8% |
| Q4 2020 | $350,000 | -20.8% | 11,989 | -36.0% | 0.24% | -27.4% |
| Q3 2020 | $442,000 | +14.8% | 18,737 | -2.5% | 0.34% | -5.4% |
| Q2 2020 | $385,000 | +18.1% | 19,226 | -4.6% | 0.36% | -13.6% |
| Q1 2020 | $326,000 | -76.6% | 20,154 | -64.0% | 0.41% | -70.4% |
| Q4 2019 | $1,394,000 | -1.5% | 56,004 | -5.6% | 1.39% | -6.3% |
| Q3 2019 | $1,415,000 | -8.3% | 59,313 | +0.2% | 1.48% | -14.4% |
| Q2 2019 | $1,543,000 | -12.0% | 59,200 | -11.1% | 1.73% | -14.6% |
| Q1 2019 | $1,754,000 | +5.5% | 66,623 | -0.6% | 2.03% | -8.9% |
| Q4 2018 | $1,662,000 | -5.1% | 67,034 | -7.8% | 2.23% | +28.8% |
| Q3 2018 | $1,752,000 | -23.5% | 72,685 | -20.1% | 1.73% | -16.2% |
| Q2 2018 | $2,290,000 | +11.4% | 90,996 | +16.1% | 2.06% | +10.1% |
| Q1 2018 | $2,056,000 | +20.7% | 78,405 | +32.9% | 1.87% | +46.0% |
| Q4 2017 | $1,704,000 | +25.9% | 59,009 | +17.8% | 1.28% | +24.7% |
| Q3 2017 | $1,353,000 | +38.5% | 50,089 | +25.6% | 1.03% | +40.6% |
| Q2 2017 | $977,000 | -2.5% | 39,867 | -4.0% | 0.73% | -11.6% |
| Q1 2017 | $1,002,000 | -53.2% | 41,515 | -58.1% | 0.83% | -58.5% |
| Q3 2016 | $2,140,000 | -0.3% | 98,999 | -6.8% | 2.00% | -6.1% |
| Q2 2016 | $2,146,000 | +35.1% | 106,277 | +30.6% | 2.12% | +18.3% |
| Q1 2016 | $1,588,000 | – | 81,406 | – | 1.80% | – |
Download | ||||||
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% |