WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 125 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 6.38 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $507,878 | -8.0% | 13,816 | -12.9% | 0.04% | -5.4% |
| Q2 2023 | $551,756 | +20.6% | 15,855 | +9.3% | 0.04% | +12.1% |
| Q1 2023 | $457,460 | +22.6% | 14,504 | +26.7% | 0.03% | +13.8% |
| Q4 2022 | $373,065 | +5.4% | 11,447 | -1.4% | 0.03% | 0.0% |
| Q3 2022 | $354,000 | -19.9% | 11,606 | -22.2% | 0.03% | -21.6% |
| Q2 2022 | $442,000 | -6.6% | 14,914 | +13.7% | 0.04% | 0.0% |
| Q1 2022 | $473,000 | +6.3% | 13,122 | -0.5% | 0.04% | -7.5% |
| Q4 2021 | $445,000 | -10.8% | 13,190 | +0.0% | 0.04% | -4.8% |
| Q3 2021 | $499,000 | +12.1% | 13,189 | -0.0% | 0.04% | +5.0% |
| Q2 2021 | $445,000 | +35.3% | 13,190 | +25.9% | 0.04% | +17.6% |
| Q1 2021 | $329,000 | -77.1% | 10,475 | -82.8% | 0.03% | -93.9% |
| Q3 2018 | $1,438,000 | +1.6% | 60,890 | +8.2% | 0.56% | +7.5% |
| Q2 2018 | $1,416,000 | -1.8% | 56,257 | +2.3% | 0.52% | +4.0% |
| Q1 2018 | $1,442,000 | -2.8% | 54,998 | +3.2% | 0.50% | -5.8% |
| Q4 2017 | $1,484,000 | -99.9% | 53,317 | +2.1% | 0.53% | +2.3% |
| Q3 2017 | $1,314,025,000 | – | 52,206 | – | 0.52% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Barry Investment Advisors, LLC | 453,987 | $9,093,000 | 3.22% |
| ING GROEP NV | 2,195,958 | $43,985,000 | 1.89% |
| Strategic Wealth Investment Group, LLC | 93,240 | $1,868,000 | 1.83% |
| Meditor Group Ltd | 400,000 | $8,012,000 | 1.68% |
| Money Design Co.,Ltd. | 540,013 | $10,816,000 | 1.54% |
| GLOBEFLEX CAPITAL L P | 244,365 | $4,895,000 | 1.24% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1,649,988 | $33,049,000 | 0.80% |
| Millburn Ridgefield Corp | 405,451 | $8,121,000 | 0.54% |
| Lowe Wealth Advisors, LLC | 35,825 | $718,000 | 0.42% |
| Catalyst Capital Advisors LLC | 405,317 | $8,119,000 | 0.42% |