WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 122 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 7.23 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,591,708 | -6.7% | 43,300 | -11.7% | 0.00% | -20.0% |
| Q2 2023 | $1,706,522 | -8.8% | 49,038 | -17.3% | 0.01% | 0.0% |
| Q1 2023 | $1,871,300 | +102380.8% | 59,331 | +5.9% | 0.01% | 0.0% |
| Q4 2022 | $1,826 | -99.7% | 56,034 | +188.0% | 0.01% | +150.0% |
| Q3 2022 | $594,000 | -2.1% | 19,457 | -5.0% | 0.00% | 0.0% |
| Q2 2022 | $607,000 | -13.3% | 20,475 | +5.3% | 0.00% | 0.0% |
| Q1 2022 | $700,000 | -9.1% | 19,447 | -7.9% | 0.00% | 0.0% |
| Q4 2021 | $770,000 | -9.3% | 21,115 | -6.9% | 0.00% | 0.0% |
| Q3 2021 | $849,000 | +5.9% | 22,689 | -4.2% | 0.00% | 0.0% |
| Q2 2021 | $802,000 | +15.1% | 23,684 | -33.7% | 0.00% | -71.4% |
| Q1 2016 | $697,000 | +0.6% | 35,715 | +2.4% | 0.01% | 0.0% |
| Q4 2015 | $693,000 | -10.3% | 34,872 | -10.1% | 0.01% | -12.5% |
| Q3 2015 | $773,000 | +35.9% | 38,797 | +47.7% | 0.01% | +33.3% |
| Q2 2015 | $569,000 | – | 26,275 | – | 0.01% | – |
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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% |