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 | $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 ↓ |
|---|---|---|---|
| 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% |