WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 128 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 0.63 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $508,758 | +5.6% | 13,840 | 0.0% | 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% | 12,840 | 0.0% | 0.03% | -3.0% |
| Q4 2021 | $468,000 | -2.5% | 12,840 | 0.0% | 0.03% | -8.3% |
| Q3 2021 | $480,000 | +10.3% | 12,840 | 0.0% | 0.04% | +5.9% |
| Q2 2021 | $435,000 | +7.4% | 12,840 | 0.0% | 0.03% | -2.9% |
| Q1 2021 | $405,000 | +8.0% | 12,840 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $375,000 | +23.8% | 12,840 | 0.0% | 0.04% | +12.9% |
| Q3 2020 | $303,000 | +17.9% | 12,840 | 0.0% | 0.03% | +14.8% |
| Q2 2020 | $257,000 | +23.6% | 12,840 | 0.0% | 0.03% | +12.5% |
| Q1 2020 | $208,000 | -35.0% | 12,840 | 0.0% | 0.02% | -22.6% |
| Q4 2019 | $320,000 | +4.6% | 12,840 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $306,000 | -8.7% | 12,840 | 0.0% | 0.03% | -11.4% |
| Q2 2019 | $335,000 | -0.9% | 12,840 | 0.0% | 0.04% | -2.8% |
| Q1 2019 | $338,000 | +6.0% | 12,840 | 0.0% | 0.04% | -2.7% |
| Q4 2018 | $319,000 | -9.1% | 12,840 | -11.7% | 0.04% | -5.1% |
| Q3 2018 | $351,000 | -4.1% | 14,540 | 0.0% | 0.04% | -2.5% |
| Q2 2018 | $366,000 | -3.9% | 14,540 | 0.0% | 0.04% | -4.8% |
| Q1 2018 | $381,000 | -3.3% | 14,540 | +2.8% | 0.04% | -4.5% |
| Q4 2017 | $394,000 | +10.7% | 14,140 | 0.0% | 0.04% | +7.3% |
| Q3 2017 | $356,000 | +2.6% | 14,140 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $347,000 | -5.2% | 14,140 | -6.9% | 0.04% | -8.9% |
| Q1 2017 | $366,000 | +19.2% | 15,190 | 0.0% | 0.04% | +12.5% |
| Q4 2016 | $307,000 | -5.2% | 15,190 | +1.3% | 0.04% | -4.8% |
| Q3 2016 | $324,000 | +6.9% | 14,990 | 0.0% | 0.04% | -4.5% |
| Q2 2016 | $303,000 | +4.1% | 14,990 | +2.4% | 0.04% | +22.2% |
| Q1 2016 | $291,000 | – | 14,632 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New Vernon Capital Holdings II LLC | 159,553 | $4,873,000 | 5.08% |
| Meditor Group Ltd | 213,800 | $6,529,000 | 4.34% |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 122,499 | $3,708,000 | 3.60% |
| Carmel Capital Management L.L.C. | 80,905 | $2,471,000 | 1.61% |
| Money Design Co.,Ltd. | 1,155,676 | $17,664,647 | 1.49% |
| Karp Capital Management Corp | 159,752 | $4,879,000 | 0.92% |
| Strategic Wealth Investment Group, LLC | 99,588 | $3,041,000 | 0.87% |
| GSB Wealth Management, LLC | 65,674 | $2,006,000 | 0.73% |
| Viewpoint Capital Management LLC | 23,972 | $732,000 | 0.72% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1,506,319 | $46,003,000 | 0.70% |