WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 128 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is 33.20 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,380 | – | 500 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
| Q1 2020 | $0 | – | 0 | – | 0.00% | – |
| Q4 2019 | $0 | – | 0 | – | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2018 | $114,000 | -3.4% | 4,594 | -6.1% | 0.01% | +40.0% |
| Q3 2018 | $118,000 | -4.1% | 4,894 | +0.1% | 0.01% | 0.0% |
| Q2 2018 | $123,000 | -25.5% | 4,891 | -17.4% | 0.01% | -28.6% |
| Q1 2018 | $165,000 | 0.0% | 5,923 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $165,000 | +4.4% | 5,923 | -5.6% | 0.01% | +16.7% |
| Q3 2017 | $158,000 | +21.5% | 6,272 | +17.9% | 0.01% | 0.0% |
| Q2 2017 | $130,000 | +49.4% | 5,318 | +47.9% | 0.01% | +50.0% |
| Q1 2017 | $87,000 | +443.8% | 3,596 | +352.9% | 0.00% | +300.0% |
| Q4 2016 | $16,000 | -5.9% | 794 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $17,000 | +6.2% | 794 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $16,000 | -78.1% | 794 | -78.3% | 0.00% | -80.0% |
| Q4 2015 | $73,000 | – | 3,664 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meditor Group Ltd | 60,700 | $2,488,700 | 3.11% |
| Leibman Financial Services, Inc. | 77,773 | $3,188,677 | 2.65% |
| Lowe Wealth Advisors, LLC | 18,850 | $772,850 | 0.38% |
| Harbour Capital Advisors, LLC | 13,263 | $543,252 | 0.15% |
| Westwind Capital | 10,190 | $418 | 0.11% |
| BALDWIN BROTHERS LLC/MA | 5,388 | $220,908 | 0.02% |
| Diversified Trust Co | 8,560 | $350,960 | 0.01% |
| Bartlett & Co. LLC | 4,100 | $169 | 0.00% |