Aptus Capital Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 131 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.

Quarter-by-quarter ownership
Aptus Capital Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$31,540
-31.0%
1,000
-28.7%
0.00%0.0%
Q4 2022$45,724
+1.6%
1,403
-4.6%
0.00%0.0%
Q3 2022$45,000
+50.0%
1,471
+47.1%
0.00%0.0%
Q2 2022$30,0001,0000.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Meditor Group Ltd 60,700$2,488,7003.11%
Leibman Financial Services, Inc. 77,773$3,188,6772.65%
Lowe Wealth Advisors, LLC 18,850$772,8500.38%
Harbour Capital Advisors, LLC 13,263$543,2520.15%
Westwind Capital 10,190$4180.11%
BALDWIN BROTHERS LLC/MA 5,388$220,9080.02%
Diversified Trust Co 8,560$350,9600.01%
Bartlett & Co. LLC 4,100$1690.00%
View complete list of WISDOMTREE TR shareholders