WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 8 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $214,332 | +1.2% | 5,831 | -4.2% | 0.01% | 0.0% |
| Q2 2023 | $211,853 | -63.6% | 6,088 | -65.9% | 0.01% | -70.6% |
| Q4 2022 | $581,823 | +8.3% | 17,853 | +1.6% | 0.02% | -15.0% |
| Q3 2022 | $537,000 | +5.5% | 17,577 | +2.4% | 0.02% | -9.1% |
| Q2 2022 | $509,000 | -18.0% | 17,158 | -0.4% | 0.02% | -4.3% |
| Q1 2022 | $621,000 | +1221.3% | 17,235 | +847.0% | 0.02% | +475.0% |
| Q2 2019 | $47,000 | -2.1% | 1,820 | 0.0% | 0.00% | -42.9% |
| Q1 2019 | $48,000 | +6.7% | 1,820 | 0.0% | 0.01% | -12.5% |
| Q4 2018 | $45,000 | -2.2% | 1,820 | 0.0% | 0.01% | -20.0% |
| Q2 2018 | $46,000 | -4.2% | 1,820 | 0.0% | 0.01% | -9.1% |
| Q1 2018 | $48,000 | -5.9% | 1,820 | 0.0% | 0.01% | +83.3% |
| Q4 2017 | $51,000 | – | 1,820 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meditor Group Ltd | 60,700 | $2,488,700 | 3.11% |
| Leibman Financial Services, Inc. | 77,773 | $3,188,677 | 2.65% |
| Lowe Wealth Advisors, LLC | 18,850 | $772,850 | 0.38% |
| Harbour Capital Advisors, LLC | 13,263 | $543,252 | 0.15% |
| Westwind Capital | 10,190 | $418 | 0.11% |
| BALDWIN BROTHERS LLC/MA | 5,388 | $220,908 | 0.02% |
| Diversified Trust Co | 8,560 | $350,960 | 0.01% |
| Bartlett & Co. LLC | 4,100 | $169 | 0.00% |