Wealthcare Advisory Partners LLC - WISDOMTREE TR ownership

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
Wealthcare Advisory Partners LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2021$28,000
+86.7%
8970.0%0.00%0.0%
Q1 2020$15,000
-31.8%
8970.0%0.00%
-33.3%
Q4 2019$22,000
+4.8%
8970.0%0.00%0.0%
Q3 2019$21,000
-8.7%
8970.0%0.00%
-25.0%
Q2 2019$23,000
-4.2%
8970.0%0.00%0.0%
Q1 2019$24,000
+9.1%
8970.0%0.00%0.0%
Q4 2018$22,000
-12.0%
897
-15.1%
0.00%
-20.0%
Q3 2018$25,000
-7.4%
1,0560.0%0.01%0.0%
Q2 2018$27,000
+58.8%
1,056
+66.0%
0.01%
+25.0%
Q1 2018$17,0000.0%636
+5.0%
0.00%0.0%
Q4 2017$17,000
+13.3%
6060.0%0.00%0.0%
Q3 2017$15,0006060.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 453,987$9,093,0003.22%
ING GROEP NV 2,195,958$43,985,0001.89%
Strategic Wealth Investment Group, LLC 93,240$1,868,0001.83%
Meditor Group Ltd 400,000$8,012,0001.68%
Money Design Co.,Ltd. 540,013$10,816,0001.54%
GLOBEFLEX CAPITAL L P 244,365$4,895,0001.24%
DRIEHAUS CAPITAL MANAGEMENT LLC 1,649,988$33,049,0000.80%
Millburn Ridgefield Corp 405,451$8,121,0000.54%
Lowe Wealth Advisors, LLC 35,825$718,0000.42%
Catalyst Capital Advisors LLC 405,317$8,119,0000.42%
View complete list of WISDOMTREE TR shareholders