WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 124 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,080,310 | +248.7% | 355,830 | +230.1% | 0.01% | +400.0% |
| Q2 2023 | $3,751,162 | +5.7% | 107,792 | -4.2% | 0.00% | 0.0% |
| Q1 2023 | $3,548,407 | +14.2% | 112,505 | +18.0% | 0.00% | 0.0% |
| Q4 2022 | $3,106,512 | +11.1% | 95,321 | +4.1% | 0.00% | 0.0% |
| Q3 2022 | $2,797,000 | -3.5% | 91,583 | -6.3% | 0.00% | 0.0% |
| Q2 2022 | $2,898,000 | -41.4% | 97,715 | -28.8% | 0.00% | -50.0% |
| Q1 2022 | $4,943,000 | -3.0% | 137,251 | -1.7% | 0.00% | +100.0% |
| Q4 2021 | $5,094,000 | -7.4% | 139,642 | -5.0% | 0.00% | -50.0% |
| Q3 2021 | $5,499,000 | -45.2% | 147,045 | -50.3% | 0.00% | -50.0% |
| Q2 2021 | $10,027,000 | -12.0% | 296,113 | -18.1% | 0.00% | 0.0% |
| Q1 2021 | $11,394,000 | -64.9% | 361,489 | -67.5% | 0.00% | -63.6% |
| Q4 2020 | $32,455,000 | -17.5% | 1,111,089 | -33.4% | 0.01% | -26.7% |
| Q3 2020 | $39,353,000 | -13.9% | 1,667,526 | -26.9% | 0.02% | -21.1% |
| Q2 2020 | $45,700,000 | -27.7% | 2,281,566 | -41.5% | 0.02% | -36.7% |
| Q1 2020 | $63,198,000 | +14.6% | 3,901,085 | +76.0% | 0.03% | +57.9% |
| Q4 2019 | $55,165,000 | +36.8% | 2,216,320 | +31.1% | 0.02% | +26.7% |
| Q3 2019 | $40,321,000 | +14.3% | 1,690,634 | +24.9% | 0.02% | +7.1% |
| Q2 2019 | $35,266,000 | +5.4% | 1,353,271 | +6.5% | 0.01% | 0.0% |
| Q1 2019 | $33,445,000 | -38.1% | 1,270,234 | -41.7% | 0.01% | -44.0% |
| Q4 2018 | $54,070,000 | +5.4% | 2,180,235 | +2.5% | 0.02% | +25.0% |
| Q3 2018 | $51,290,000 | -6.6% | 2,127,323 | -2.5% | 0.02% | -16.7% |
| Q2 2018 | $54,925,000 | -7.8% | 2,182,143 | -3.9% | 0.02% | -7.7% |
| Q1 2018 | $59,565,000 | -29.1% | 2,271,728 | -24.7% | 0.03% | -23.5% |
| Q4 2017 | $84,025,000 | -12.2% | 3,018,143 | -20.6% | 0.03% | -20.9% |
| Q3 2017 | $95,698,000 | -24.8% | 3,802,047 | -26.7% | 0.04% | -34.8% |
| Q2 2017 | $127,193,000 | +113.9% | 5,189,414 | +110.6% | 0.07% | +100.0% |
| Q1 2017 | $59,461,000 | -22.6% | 2,464,182 | -35.2% | 0.03% | -21.4% |
| Q4 2016 | $76,797,000 | +9.9% | 3,801,816 | +17.7% | 0.04% | 0.0% |
| Q3 2016 | $69,852,000 | -20.7% | 3,230,896 | -26.0% | 0.04% | -23.6% |
| Q2 2016 | $88,138,000 | -7.9% | 4,365,441 | -11.0% | 0.06% | -14.1% |
| Q1 2016 | $95,651,000 | -28.8% | 4,902,699 | -27.5% | 0.06% | -26.4% |
| Q4 2015 | $134,254,000 | -13.3% | 6,760,001 | -13.0% | 0.09% | -20.2% |
| Q3 2015 | $154,828,000 | +8.5% | 7,772,507 | +18.0% | 0.11% | +14.7% |
| Q2 2015 | $142,699,000 | +132.3% | 6,585,128 | +144.4% | 0.10% | +120.9% |
| Q1 2015 | $61,423,000 | -14.6% | 2,694,004 | -17.4% | 0.04% | -15.7% |
| Q4 2014 | $71,907,000 | – | 3,261,027 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meditor Group Ltd | 213,800 | $6,967,742 | 4.71% |
| New Vernon Capital Holdings II LLC | 159,553 | $5,199,832 | 4.19% |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 122,499 | $4,021,922 | 3.80% |
| Carmel Capital Management L.L.C. | 80,905 | $2,636,694 | 1.63% |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 243,900 | $7,948,701 | 1.16% |
| Money Design Co.,Ltd. | 1,032,798 | $33,658 | 1.15% |
| BECK CAPITAL MANAGEMENT, LLC | 79,049 | $2,576,207 | 1.08% |
| GSB Wealth Management, LLC | 68,994 | $2,248,514 | 0.80% |
| Strategic Wealth Investment Group, LLC | 99,713 | $3,336,402 | 0.77% |
| Viewpoint Capital Management LLC | 23,972 | $781,247 | 0.76% |