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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $24,767,195 | -21.7% | 785,263 | -19.0% | 0.09% | -28.9% |
| Q4 2022 | $31,612,300 | +242.8% | 970,000 | +207.2% | 0.12% | +290.3% |
| Q4 2020 | $9,222,000 | +22.2% | 315,717 | -1.2% | 0.03% | +6.9% |
| Q3 2020 | $7,544,000 | +19.9% | 319,675 | +1.7% | 0.03% | +11.5% |
| Q2 2020 | $6,294,000 | -17.5% | 314,250 | -33.3% | 0.03% | -29.7% |
| Q1 2020 | $7,632,000 | -41.2% | 471,124 | -9.7% | 0.04% | -28.8% |
| Q4 2019 | $12,985,000 | +21.7% | 521,694 | +16.6% | 0.05% | +13.0% |
| Q3 2019 | $10,668,000 | -27.4% | 447,311 | -20.7% | 0.05% | -25.8% |
| Q2 2019 | $14,694,000 | +8.2% | 563,870 | +9.3% | 0.06% | +8.8% |
| Q1 2019 | $13,581,000 | +6.1% | 515,808 | -0.1% | 0.06% | -10.9% |
| Q4 2018 | $12,800,000 | -13.7% | 516,120 | -16.1% | 0.06% | +25.5% |
| Q3 2018 | $14,830,000 | -19.5% | 615,084 | -15.9% | 0.05% | -26.1% |
| Q2 2018 | $18,412,000 | +13.6% | 731,500 | +18.3% | 0.07% | +11.3% |
| Q1 2018 | $16,208,000 | -1.2% | 618,161 | +4.9% | 0.06% | -3.1% |
| Q4 2017 | $16,404,000 | -9.1% | 589,225 | -17.8% | 0.06% | -1.5% |
| Q3 2017 | $18,044,000 | +24.2% | 716,882 | +20.9% | 0.06% | +22.6% |
| Q2 2017 | $14,530,000 | +44.7% | 592,819 | +42.5% | 0.05% | +39.5% |
| Q1 2017 | $10,040,000 | +108.7% | 416,080 | +74.8% | 0.04% | +100.0% |
| Q4 2016 | $4,810,000 | +13.7% | 238,095 | +21.7% | 0.02% | +18.8% |
| Q3 2016 | $4,230,000 | +2.4% | 195,630 | -4.4% | 0.02% | 0.0% |
| Q2 2016 | $4,132,000 | +50.3% | 204,644 | +45.2% | 0.02% | +45.5% |
| Q1 2016 | $2,749,000 | -60.8% | 140,894 | -60.1% | 0.01% | -60.7% |
| Q4 2015 | $7,007,000 | -0.3% | 352,817 | 0.0% | 0.03% | +100.0% |
| Q3 2015 | $7,028,000 | – | 352,817 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 966,801 | $19,529,000 | 5.11% |
| Meditor Group Ltd | 670,000 | $13,534,000 | 3.34% |
| Barry Investment Advisors, LLC | 461,931 | $9,331,000 | 3.26% |
| Bedell Frazier Investment Counselling, LLC | 255,510 | $5,161,000 | 2.03% |
| GLOBEFLEX CAPITAL L P | 388,754 | $7,853,000 | 1.96% |
| Migdal Insurance & Financial Holdings Ltd. | 3,585,369 | $72,424,000 | 1.84% |
| CUMBERLAND ADVISORS INC | 91,320 | $1,845,000 | 1.32% |
| One Capital Management, LLC | 172,571 | $3,486,000 | 1.11% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 2,963,297 | $59,859,000 | 1.05% |
| Richard Bernstein Advisors LLC | 536,100 | $10,829,000 | 0.91% |