Parallel 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
Parallel Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$55,796
+8884.9%
1,517
+8823.5%
0.00%
Q2 2023$621
+10.5%
170.0%0.00%
Q1 2023$562
-3.1%
170.0%0.00%
Q4 2022$580
-42.0%
17
-5.6%
0.00%
Q3 2022$1,0000.0%180.0%0.00%
Q2 2022$1,0000.0%18
+5.9%
0.00%
Q1 2022$1,0000.0%170.0%0.00%
Q4 2021$1,0000.0%170.0%0.00%
Q3 2021$1,0000.0%17
+6.2%
0.00%
Q2 2021$1,0000.0%16
-5.9%
0.00%
Q1 2021$1,000170.0%0.00%
Q4 2020$017
+6.2%
0.00%
Q3 2020$0160.0%0.00%
Q2 2020$0160.0%0.00%
Q1 2020$0
-100.0%
16
-96.7%
0.00%
-100.0%
Q4 2019$12,0000.0%4830.0%0.00%0.0%
Q3 2019$12,000
-7.7%
4830.0%0.00%0.0%
Q2 2019$13,0000.0%4830.0%0.00%0.0%
Q1 2019$13,000
+18.2%
4830.0%0.00%
-50.0%
Q4 2018$11,000
-15.4%
483
-7.8%
0.00%0.0%
Q3 2018$13,000
+8.3%
524
+3.1%
0.00%0.0%
Q2 2018$12,000
-14.3%
508
-2.5%
0.00%0.0%
Q1 2018$14,0000.0%521
+2.6%
0.00%0.0%
Q4 2017$14,000
-12.5%
508
-18.6%
0.00%
-33.3%
Q3 2017$16,000
-30.4%
624
-28.0%
0.00%
-25.0%
Q2 2017$23,000
-47.7%
867
-50.0%
0.00%0.0%
Q1 2017$44,0001,7340.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 966,801$19,529,0005.11%
Meditor Group Ltd 670,000$13,534,0003.34%
Barry Investment Advisors, LLC 461,931$9,331,0003.26%
Bedell Frazier Investment Counselling, LLC 255,510$5,161,0002.03%
GLOBEFLEX CAPITAL L P 388,754$7,853,0001.96%
Migdal Insurance & Financial Holdings Ltd. 3,585,369$72,424,0001.84%
CUMBERLAND ADVISORS INC 91,320$1,845,0001.32%
One Capital Management, LLC 172,571$3,486,0001.11%
CAUSEWAY CAPITAL MANAGEMENT LLC 2,963,297$59,859,0001.05%
Richard Bernstein Advisors LLC 536,100$10,829,0000.91%
View complete list of WISDOMTREE TR shareholders