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 | $340,094 | +8.2% | 9,252 | +2.5% | 0.02% | +6.2% |
| Q2 2023 | $314,234 | +46.1% | 9,030 | +32.4% | 0.02% | +33.3% |
| Q1 2023 | $215,069 | +1.1% | 6,819 | +4.4% | 0.01% | -7.7% |
| Q4 2022 | $212,778 | -12.8% | 6,529 | -9.2% | 0.01% | -13.3% |
| Q2 2021 | $244,000 | +16.2% | 7,193 | +7.9% | 0.02% | 0.0% |
| Q1 2021 | $210,000 | +1809.1% | 6,667 | +1415.2% | 0.02% | +400.0% |
| Q1 2018 | $11,000 | -15.4% | 440 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $13,000 | +85.7% | 440 | +51.7% | 0.00% | 0.0% |
| Q3 2017 | $7,000 | -36.4% | 290 | +517.0% | 0.00% | -40.0% |
| Q2 2017 | $11,000 | +1000.0% | 47 | 0.0% | 0.01% | +400.0% |
| Q1 2017 | $1,000 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $1,000 | – | 47 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New Vernon Capital Holdings II LLC | 159,553 | $4,873,000 | 5.08% |
| Meditor Group Ltd | 213,800 | $6,529,000 | 4.34% |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 122,499 | $3,708,000 | 3.60% |
| Carmel Capital Management L.L.C. | 80,905 | $2,471,000 | 1.61% |
| Money Design Co.,Ltd. | 1,155,676 | $17,664,647 | 1.49% |
| Karp Capital Management Corp | 159,752 | $4,879,000 | 0.92% |
| Strategic Wealth Investment Group, LLC | 99,588 | $3,041,000 | 0.87% |
| GSB Wealth Management, LLC | 65,674 | $2,006,000 | 0.73% |
| Viewpoint Capital Management LLC | 23,972 | $732,000 | 0.72% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1,506,319 | $46,003,000 | 0.70% |