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 | $286,066 | +5.6% | 7,782 | 0.0% | 0.05% | +4.3% |
| Q2 2023 | $270,814 | +10.3% | 7,782 | 0.0% | 0.05% | +2.2% |
| Q1 2023 | $245,444 | -7.8% | 7,782 | -4.7% | 0.05% | -13.2% |
| Q4 2022 | $266,195 | +6.9% | 8,168 | 0.0% | 0.05% | -3.6% |
| Q3 2022 | $249,000 | -12.6% | 8,168 | -14.9% | 0.06% | -12.7% |
| Q2 2022 | $285,000 | -17.6% | 9,598 | 0.0% | 0.06% | -7.4% |
| Q1 2022 | $346,000 | -1.1% | 9,598 | 0.0% | 0.07% | -2.9% |
| Q4 2021 | $350,000 | -2.5% | 9,598 | 0.0% | 0.07% | -11.4% |
| Q3 2021 | $359,000 | +5.9% | 9,598 | -4.1% | 0.08% | +1.3% |
| Q2 2021 | $339,000 | +7.3% | 10,013 | 0.0% | 0.08% | -8.2% |
| Q1 2021 | $316,000 | +8.2% | 10,013 | 0.0% | 0.08% | -6.6% |
| Q4 2020 | $292,000 | +23.7% | 10,013 | 0.0% | 0.09% | +7.1% |
| Q3 2020 | $236,000 | -22.4% | 10,013 | -33.8% | 0.08% | -24.8% |
| Q2 2020 | $304,000 | +11.8% | 15,135 | -9.7% | 0.11% | -5.8% |
| Q1 2020 | $272,000 | -38.5% | 16,763 | -5.7% | 0.12% | -26.4% |
| Q4 2019 | $442,000 | +4.2% | 17,768 | 0.0% | 0.16% | -2.4% |
| Q3 2019 | $424,000 | -8.4% | 17,768 | 0.0% | 0.17% | -13.9% |
| Q2 2019 | $463,000 | -6.5% | 17,768 | -5.6% | 0.19% | -17.1% |
| Q1 2019 | $495,000 | +0.6% | 18,816 | -5.2% | 0.23% | -12.4% |
| Q4 2018 | $492,000 | -8.0% | 19,856 | -10.5% | 0.27% | +1.1% |
| Q3 2018 | $535,000 | +23.6% | 22,192 | +28.9% | 0.26% | +8.2% |
| Q2 2018 | $433,000 | -6.1% | 17,214 | -2.2% | 0.24% | -11.3% |
| Q1 2018 | $461,000 | -14.8% | 17,598 | -9.4% | 0.28% | -20.7% |
| Q4 2017 | $541,000 | +5.7% | 19,417 | -4.6% | 0.35% | -3.6% |
| Q3 2017 | $512,000 | -1.0% | 20,343 | -5.0% | 0.36% | -18.2% |
| Q1 2017 | $517,000 | +7.9% | 21,420 | -4.7% | 0.44% | -1.3% |
| Q4 2016 | $479,000 | – | 22,470 | – | 0.45% | – |
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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% |