WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 171 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is 2.45 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $488,642 | +16.0% | 13,293 | +9.8% | 0.03% | +17.9% |
| Q2 2023 | $421,316 | +10.3% | 12,107 | +0.0% | 0.03% | +7.7% |
| Q1 2023 | $381,826 | -3.2% | 12,106 | 0.0% | 0.03% | -3.7% |
| Q4 2022 | $394,537 | +11.5% | 12,106 | +4.3% | 0.03% | 0.0% |
| Q3 2022 | $354,000 | +2.9% | 11,606 | 0.0% | 0.03% | +8.0% |
| Q2 2022 | $344,000 | -17.5% | 11,606 | +0.2% | 0.02% | -3.8% |
| Q1 2022 | $417,000 | -3.5% | 11,583 | -2.1% | 0.03% | -3.7% |
| Q4 2021 | $432,000 | -2.0% | 11,831 | +0.0% | 0.03% | -3.6% |
| Q3 2021 | $441,000 | +7.8% | 11,830 | -2.1% | 0.03% | -3.4% |
| Q2 2021 | $409,000 | +6.8% | 12,078 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $383,000 | +7.6% | 12,078 | +0.0% | 0.03% | -3.3% |
| Q4 2020 | $356,000 | +24.9% | 12,077 | +0.0% | 0.03% | +11.1% |
| Q3 2020 | $285,000 | +18.3% | 12,074 | -0.0% | 0.03% | +3.8% |
| Q2 2020 | $241,000 | +24.2% | 12,075 | +0.0% | 0.03% | -7.1% |
| Q1 2020 | $194,000 | -34.5% | 12,074 | +0.0% | 0.03% | -6.7% |
| Q4 2019 | $296,000 | +1.7% | 12,073 | -91.4% | 0.03% | -6.2% |
| Q3 2019 | $291,000 | -7.9% | 140,773 | +1066.2% | 0.03% | -20.0% |
| Q2 2019 | $316,000 | -2.2% | 12,071 | -2.0% | 0.04% | -9.1% |
| Q1 2019 | $323,000 | +6.6% | 12,321 | +0.0% | 0.04% | -8.3% |
| Q4 2018 | $303,000 | +2.0% | 12,318 | 0.0% | 0.05% | +33.3% |
| Q3 2018 | $297,000 | -1.7% | 12,318 | +3.4% | 0.04% | -12.2% |
| Q2 2018 | $302,000 | -44.2% | 11,917 | -42.3% | 0.04% | -43.1% |
| Q1 2018 | $541,000 | -14.5% | 20,647 | -8.8% | 0.07% | -14.3% |
| Q4 2017 | $633,000 | +21.3% | 22,641 | +9.2% | 0.08% | +12.0% |
| Q3 2017 | $522,000 | -2.6% | 20,735 | -5.1% | 0.08% | -15.7% |
| Q2 2017 | $536,000 | +22.7% | 21,846 | +20.4% | 0.09% | +20.3% |
| Q1 2017 | $437,000 | +41.0% | 18,147 | +26.6% | 0.07% | +42.3% |
| Q3 2016 | $310,000 | +8.0% | 14,335 | +0.1% | 0.05% | +4.0% |
| Q2 2016 | $287,000 | +13.0% | 14,314 | +12.2% | 0.05% | +8.7% |
| Q1 2016 | $254,000 | – | 12,761 | – | 0.05% | – |
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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% |