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
| 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 ↓ |
|---|---|---|---|
| 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% |