IHT Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 122 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 7.23 and the average weighting 0.1%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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%
4400.0%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%
470.0%0.01%
+400.0%
Q1 2017$1,0000.0%470.0%0.00%0.0%
Q4 2016$1,000470.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
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