WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 173 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 1.49 and the average weighting 0.2%.
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 | 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% |