WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 137 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 12.82 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,083,673 | +66.8% | 29,480 | +57.9% | 0.00% | +100.0% |
| Q2 2023 | $649,569 | +115.5% | 18,666 | +95.3% | 0.00% | 0.0% |
| Q1 2023 | $301,450 | -0.4% | 9,558 | +2.4% | 0.00% | 0.0% |
| Q4 2022 | $302,590 | +24.0% | 9,330 | +16.8% | 0.00% | 0.0% |
| Q3 2022 | $244,000 | +0.8% | 7,990 | -1.8% | 0.00% | 0.0% |
| Q2 2022 | $242,000 | -30.3% | 8,133 | -15.4% | 0.00% | 0.0% |
| Q1 2022 | $347,000 | -8.9% | 9,610 | -7.9% | 0.00% | 0.0% |
| Q4 2021 | $381,000 | +8.9% | 10,435 | +11.7% | 0.00% | 0.0% |
| Q3 2021 | $350,000 | +15.1% | 9,339 | +3.8% | 0.00% | 0.0% |
| Q2 2021 | $304,000 | +0.3% | 8,997 | -6.8% | 0.00% | 0.0% |
| Q1 2021 | $303,000 | -5.0% | 9,652 | -11.8% | 0.00% | 0.0% |
| Q4 2020 | $319,000 | -3.0% | 10,949 | -21.6% | 0.00% | 0.0% |
| Q3 2020 | $329,000 | +17.5% | 13,960 | +0.3% | 0.00% | 0.0% |
| Q2 2020 | $280,000 | +8.1% | 13,924 | -12.8% | 0.00% | 0.0% |
| Q1 2020 | $259,000 | – | 15,959 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New Vernon Capital Holdings II LLC | 211,153 | $7,761,984 | 6.73% |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 122,499 | $4,536,015 | 3.93% |
| Black Swift Group, LLC | 267,524 | $9,834,182 | 3.21% |
| Whitaker-Myers Wealth Managers, LTD. | 138,189 | $5,079,828 | 3.15% |
| Meditor Group Ltd | 60,700 | $2,231,332 | 2.89% |
| Carmel Capital Management L.L.C. | 91,655 | $3,369,238 | 1.91% |
| Randolph Co Inc | 214,785 | $7,895,497 | 1.27% |
| Ferguson Shapiro LLC | 61,098 | $2,245,962 | 1.24% |
| Redhawk Wealth Advisors, Inc. | 95,100 | $3,495,893 | 1.16% |
| Money Design Co.,Ltd. | 473,471 | $17,405 | 1.06% |