WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 137 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 12.82 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $286,104 | +12.8% | 7,783 | 0.0% | 0.06% | +4.9% |
| Q2 2023 | $253,648 | 0.0% | 7,783 | 0.0% | 0.06% | 0.0% |
| Q1 2023 | $253,648 | 0.0% | 7,783 | 0.0% | 0.06% | 0.0% |
| Q4 2022 | $253,648 | +4.8% | 7,783 | 0.0% | 0.06% | -1.6% |
| Q3 2022 | $242,000 | +0.8% | 7,783 | 0.0% | 0.06% | +3.3% |
| Q2 2022 | $240,000 | -16.4% | 7,783 | -2.4% | 0.06% | -9.1% |
| Q1 2022 | $287,000 | -1.4% | 7,978 | 0.0% | 0.07% | -5.7% |
| Q4 2021 | $291,000 | -2.3% | 7,978 | 0.0% | 0.07% | -11.4% |
| Q3 2021 | $298,000 | +10.4% | 7,978 | 0.0% | 0.08% | +11.3% |
| Q2 2021 | $270,000 | +7.6% | 7,978 | 0.0% | 0.07% | -1.4% |
| Q1 2021 | $251,000 | +7.7% | 7,978 | 0.0% | 0.07% | -2.7% |
| Q4 2020 | $233,000 | +23.9% | 7,978 | 0.0% | 0.07% | +100.0% |
| Q3 2020 | $188,000 | +113.6% | 7,978 | +81.1% | 0.04% | +12.1% |
| Q2 2020 | $88,000 | +23.9% | 4,406 | 0.0% | 0.03% | -2.9% |
| Q1 2020 | $71,000 | -35.5% | 4,406 | 0.0% | 0.03% | -24.4% |
| Q4 2019 | $110,000 | +4.8% | 4,406 | 0.0% | 0.04% | +25.0% |
| Q3 2019 | $105,000 | -8.7% | 4,406 | 0.0% | 0.04% | -21.7% |
| Q2 2019 | $115,000 | -0.9% | 4,406 | 0.0% | 0.05% | -6.1% |
| Q1 2019 | $116,000 | +6.4% | 4,406 | 0.0% | 0.05% | -9.3% |
| Q4 2018 | $109,000 | – | 4,406 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New Vernon Capital Holdings II LLC | 211,153 | $7,761,984 | 6.73% |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 122,499 | $4,536,015 | 3.93% |
| Black Swift Group, LLC | 267,524 | $9,834,182 | 3.21% |
| Whitaker-Myers Wealth Managers, LTD. | 138,189 | $5,079,828 | 3.15% |
| Meditor Group Ltd | 60,700 | $2,231,332 | 2.89% |
| Carmel Capital Management L.L.C. | 91,655 | $3,369,238 | 1.91% |
| Randolph Co Inc | 214,785 | $7,895,497 | 1.27% |
| Ferguson Shapiro LLC | 61,098 | $2,245,962 | 1.24% |
| Redhawk Wealth Advisors, Inc. | 95,100 | $3,495,893 | 1.16% |
| Money Design Co.,Ltd. | 473,471 | $17,405 | 1.06% |