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 | $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% | – |
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% |