Relative Value Partners Group, LLC - WISDOMTREE TR ownership

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
Relative Value Partners Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$508,758
+5.6%
13,8400.0%0.03%
+9.7%
Q2 2023$481,632
-44.8%
13,840
-50.0%
0.03%
+3.3%
Q1 2023$873,028
+92.9%
27,680
+99.3%
0.03%
-6.2%
Q4 2022$452,675
+9.1%
13,890
+2.2%
0.03%
-5.9%
Q3 2022$415,000
-7.0%
13,590
-2.2%
0.03%
+3.0%
Q2 2022$446,000
-3.5%
13,890
+8.2%
0.03%
+3.1%
Q1 2022$462,000
-1.3%
12,8400.0%0.03%
-3.0%
Q4 2021$468,000
-2.5%
12,8400.0%0.03%
-8.3%
Q3 2021$480,000
+10.3%
12,8400.0%0.04%
+5.9%
Q2 2021$435,000
+7.4%
12,8400.0%0.03%
-2.9%
Q1 2021$405,000
+8.0%
12,8400.0%0.04%0.0%
Q4 2020$375,000
+23.8%
12,8400.0%0.04%
+12.9%
Q3 2020$303,000
+17.9%
12,8400.0%0.03%
+14.8%
Q2 2020$257,000
+23.6%
12,8400.0%0.03%
+12.5%
Q1 2020$208,000
-35.0%
12,8400.0%0.02%
-22.6%
Q4 2019$320,000
+4.6%
12,8400.0%0.03%0.0%
Q3 2019$306,000
-8.7%
12,8400.0%0.03%
-11.4%
Q2 2019$335,000
-0.9%
12,8400.0%0.04%
-2.8%
Q1 2019$338,000
+6.0%
12,8400.0%0.04%
-2.7%
Q4 2018$319,000
-9.1%
12,840
-11.7%
0.04%
-5.1%
Q3 2018$351,000
-4.1%
14,5400.0%0.04%
-2.5%
Q2 2018$366,000
-3.9%
14,5400.0%0.04%
-4.8%
Q1 2018$381,000
-3.3%
14,540
+2.8%
0.04%
-4.5%
Q4 2017$394,000
+10.7%
14,1400.0%0.04%
+7.3%
Q3 2017$356,000
+2.6%
14,1400.0%0.04%0.0%
Q2 2017$347,000
-5.2%
14,140
-6.9%
0.04%
-8.9%
Q1 2017$366,000
+19.2%
15,1900.0%0.04%
+12.5%
Q4 2016$307,000
-5.2%
15,190
+1.3%
0.04%
-4.8%
Q3 2016$324,000
+6.9%
14,9900.0%0.04%
-4.5%
Q2 2016$303,000
+4.1%
14,990
+2.4%
0.04%
+22.2%
Q1 2016$291,00014,6320.04%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 453,987$9,093,0003.22%
ING GROEP NV 2,195,958$43,985,0001.89%
Strategic Wealth Investment Group, LLC 93,240$1,868,0001.83%
Meditor Group Ltd 400,000$8,012,0001.68%
Money Design Co.,Ltd. 540,013$10,816,0001.54%
GLOBEFLEX CAPITAL L P 244,365$4,895,0001.24%
DRIEHAUS CAPITAL MANAGEMENT LLC 1,649,988$33,049,0000.80%
Millburn Ridgefield Corp 405,451$8,121,0000.54%
Lowe Wealth Advisors, LLC 35,825$718,0000.42%
Catalyst Capital Advisors LLC 405,317$8,119,0000.42%
View complete list of WISDOMTREE TR shareholders