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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
New Vernon Capital Holdings II LLC | 211,153 | $7,761,984 | 6.73% |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 122,499 | $4,536,015 | 3.93% |
Black Swift Group, LLC | 267,524 | $9,834,182 | 3.21% |
Whitaker-Myers Wealth Managers, LTD. | 138,189 | $5,079,828 | 3.15% |
Meditor Group Ltd | 60,700 | $2,231,332 | 2.89% |
Carmel Capital Management L.L.C. | 91,655 | $3,369,238 | 1.91% |
Randolph Co Inc | 214,785 | $7,895,497 | 1.27% |
Ferguson Shapiro LLC | 61,098 | $2,245,962 | 1.24% |
Redhawk Wealth Advisors, Inc. | 95,100 | $3,495,893 | 1.16% |
Money Design Co.,Ltd. | 473,471 | $17,405 | 1.06% |