WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 173 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 1.49 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 ↓ |
|---|---|---|---|
| Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 966,801 | $19,529,000 | 5.11% |
| Meditor Group Ltd | 670,000 | $13,534,000 | 3.34% |
| Barry Investment Advisors, LLC | 461,931 | $9,331,000 | 3.26% |
| Bedell Frazier Investment Counselling, LLC | 255,510 | $5,161,000 | 2.03% |
| GLOBEFLEX CAPITAL L P | 388,754 | $7,853,000 | 1.96% |
| Migdal Insurance & Financial Holdings Ltd. | 3,585,369 | $72,424,000 | 1.84% |
| CUMBERLAND ADVISORS INC | 91,320 | $1,845,000 | 1.32% |
| One Capital Management, LLC | 172,571 | $3,486,000 | 1.11% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 2,963,297 | $59,859,000 | 1.05% |
| Richard Bernstein Advisors LLC | 536,100 | $10,829,000 | 0.91% |