Tortoise Investment Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 132 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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 Q2 2022
NameSharesValueWeighting ↓
New Vernon Capital Holdings II LLC 159,553$4,873,0005.08%
Meditor Group Ltd 213,800$6,529,0004.34%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 122,499$3,708,0003.60%
Carmel Capital Management L.L.C. 80,905$2,471,0001.61%
Money Design Co.,Ltd. 1,155,676$17,664,6471.49%
Karp Capital Management Corp 159,752$4,879,0000.92%
Strategic Wealth Investment Group, LLC 99,588$3,041,0000.87%
GSB Wealth Management, LLC 65,674$2,006,0000.73%
Viewpoint Capital Management LLC 23,972$732,0000.72%
DRIEHAUS CAPITAL MANAGEMENT LLC 1,506,319$46,003,0000.70%
View complete list of WISDOMTREE TR shareholders