Tortoise Investment Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 125 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
Tortoise Investment Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$45,383
+10.8%
9400.0%0.01%0.0%
Q1 2024$40,946
+6.2%
9400.0%0.01%0.0%
Q4 2023$38,540
+11.5%
9400.0%0.01%0.0%
Q3 2023$34,554
+5.6%
9400.0%0.01%0.0%
Q2 2023$32,712
+10.3%
9400.0%0.01%0.0%
Q1 2023$29,648
-3.2%
9400.0%0.01%0.0%
Q4 2022$30,635
+5.6%
9400.0%0.01%
-16.7%
Q3 2022$29,000
+3.6%
9400.0%0.01%
+20.0%
Q2 2022$28,000
-17.6%
9400.0%0.01%
-16.7%
Q1 2022$34,0000.0%9400.0%0.01%0.0%
Q4 2021$34,000
-2.9%
9400.0%0.01%
-14.3%
Q3 2021$35,000
+9.4%
9400.0%0.01%0.0%
Q2 2021$32,000
+6.7%
9400.0%0.01%0.0%
Q1 2021$30,000
+11.1%
9400.0%0.01%
+16.7%
Q4 2020$27,000
+22.7%
9400.0%0.01%
+20.0%
Q3 2020$22,0009400.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 966,801$23,696,00014.88%
XPONANCE, INC. 615,501$24,180,0006.05%
Barry Investment Advisors, LLC 483,539$11,852,0004.47%
ELEMENT CAPITAL MANAGEMENT LLC 800,000$19,608,0003.97%
GLOBEFLEX CAPITAL L P 470,612$11,535,0002.84%
Bedell Frazier Investment Counselling, LLC 273,400$6,701,0002.44%
Meditor Group Ltd 630,000$15,441,0002.32%
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 3,896,900$95,513,0002.32%
Clal Insurance Enterprises Holdings Ltd 4,498,443$110,257,0002.19%
CALDWELL & ORKIN INC 42,300$1,037,0001.29%
View complete list of WISDOMTREE TR shareholders