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 | $301,873 | +5.6% | 8,212 | 0.0% | 0.04% | +13.5% |
| Q2 2023 | $285,778 | +10.3% | 8,212 | 0.0% | 0.04% | +15.6% |
| Q1 2023 | $259,006 | -3.2% | 8,212 | 0.0% | 0.03% | -3.0% |
| Q4 2022 | $267,629 | +6.6% | 8,212 | 0.0% | 0.03% | -2.9% |
| Q3 2022 | $251,000 | +2.9% | 8,212 | 0.0% | 0.03% | +9.7% |
| Q2 2022 | $244,000 | -27.4% | 8,212 | -11.9% | 0.03% | -11.4% |
| Q1 2022 | $336,000 | -1.2% | 9,318 | 0.0% | 0.04% | -2.8% |
| Q4 2021 | $340,000 | -2.3% | 9,318 | 0.0% | 0.04% | -5.3% |
| Q3 2021 | $348,000 | +18.4% | 9,318 | 0.0% | 0.04% | +22.6% |
| Q1 2021 | $294,000 | +8.1% | 9,318 | 0.0% | 0.03% | -13.9% |
| Q4 2020 | $272,000 | +23.6% | 9,318 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $220,000 | -5.2% | 9,318 | 0.0% | 0.04% | +44.0% |
| Q4 2019 | $232,000 | +2.2% | 9,318 | -2.3% | 0.02% | +4.2% |
| Q3 2019 | $227,000 | -8.5% | 9,533 | +0.0% | 0.02% | 0.0% |
| Q2 2019 | $248,000 | -1.2% | 9,532 | 0.0% | 0.02% | +9.1% |
| Q1 2019 | $251,000 | +6.4% | 9,532 | +0.0% | 0.02% | -8.3% |
| Q4 2018 | $236,000 | +2.6% | 9,530 | 0.0% | 0.02% | +50.0% |
| Q3 2018 | $230,000 | -4.2% | 9,530 | +0.0% | 0.02% | -5.9% |
| Q2 2018 | $240,000 | -4.0% | 9,529 | 0.0% | 0.02% | +6.2% |
| Q1 2018 | $250,000 | -7.7% | 9,529 | -2.1% | 0.02% | -5.9% |
| Q4 2017 | $271,000 | +10.6% | 9,730 | 0.0% | 0.02% | +30.8% |
| Q3 2017 | $245,000 | +2.9% | 9,730 | +0.0% | 0.01% | +18.2% |
| Q2 2017 | $238,000 | +1.3% | 9,729 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $235,000 | – | 9,729 | – | 0.01% | – |
Download | ||||||
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% |