Keeley-Teton Advisors, LLC - WISDOMTREE TR ownership

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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%.

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Quarter-by-quarter ownership
Keeley-Teton Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$301,873
+5.6%
8,2120.0%0.04%
+13.5%
Q2 2023$285,778
+10.3%
8,2120.0%0.04%
+15.6%
Q1 2023$259,006
-3.2%
8,2120.0%0.03%
-3.0%
Q4 2022$267,629
+6.6%
8,2120.0%0.03%
-2.9%
Q3 2022$251,000
+2.9%
8,2120.0%0.03%
+9.7%
Q2 2022$244,000
-27.4%
8,212
-11.9%
0.03%
-11.4%
Q1 2022$336,000
-1.2%
9,3180.0%0.04%
-2.8%
Q4 2021$340,000
-2.3%
9,3180.0%0.04%
-5.3%
Q3 2021$348,000
+18.4%
9,3180.0%0.04%
+22.6%
Q1 2021$294,000
+8.1%
9,3180.0%0.03%
-13.9%
Q4 2020$272,000
+23.6%
9,3180.0%0.04%0.0%
Q3 2020$220,000
-5.2%
9,3180.0%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%
9,5320.0%0.02%
+9.1%
Q1 2019$251,000
+6.4%
9,532
+0.0%
0.02%
-8.3%
Q4 2018$236,000
+2.6%
9,5300.0%0.02%
+50.0%
Q3 2018$230,000
-4.2%
9,530
+0.0%
0.02%
-5.9%
Q2 2018$240,000
-4.0%
9,5290.0%0.02%
+6.2%
Q1 2018$250,000
-7.7%
9,529
-2.1%
0.02%
-5.9%
Q4 2017$271,000
+10.6%
9,7300.0%0.02%
+30.8%
Q3 2017$245,000
+2.9%
9,730
+0.0%
0.01%
+18.2%
Q2 2017$238,000
+1.3%
9,7290.0%0.01%0.0%
Q1 2017$235,000–9,729–0.01%–
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Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Meditor Group Ltd 60,700$2,488,7003.11%
Leibman Financial Services, Inc. 77,773$3,188,6772.65%
Lowe Wealth Advisors, LLC 18,850$772,8500.38%
Harbour Capital Advisors, LLC 13,263$543,2520.15%
Westwind Capital 10,190$4180.11%
BALDWIN BROTHERS LLC/MA 5,388$220,9080.02%
Diversified Trust Co 8,560$350,9600.01%
Bartlett & Co. LLC 4,100$1690.00%
View complete list of WISDOMTREE TR shareholders