Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 134 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.1%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$21,946
+69.5%
597
+60.5%
0.00%
Q2 2023$12,946
+10.3%
3720.0%0.00%
Q1 2023$11,733
-3.2%
3720.0%0.00%
Q4 2022$12,123
+10.2%
3720.0%0.00%
Q3 2022$11,0000.0%3720.0%0.00%
Q2 2022$11,000
-15.4%
3720.0%0.00%
Q1 2022$13,000
-59.4%
372
-57.3%
0.00%
Q4 2021$32,000
-3.0%
8720.0%0.00%
-100.0%
Q3 2021$33,000
+10.0%
8720.0%0.00%0.0%
Q2 2021$30,000
-100.0%
872
-86.0%
0.00%
-50.0%
Q1 2021$195,740,000
+1779354.5%
6,210
+1569.4%
0.00%
Q4 2020$11,000
+22.2%
3720.0%0.00%
Q3 2020$9,000
+28.6%
3720.0%0.00%
Q2 2020$7,000
+16.7%
3720.0%0.00%
Q1 2020$6,000
-33.3%
3720.0%0.00%
Q4 2019$9,000
+12.5%
3720.0%0.00%
Q3 2019$8,000
-11.1%
3720.0%0.00%
Q2 2019$9,000
-43.8%
372
-42.2%
0.00%
-100.0%
Q3 2018$16,000
-76.1%
644
-75.9%
0.00%
-75.0%
Q2 2018$67,0002,6690.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Meditor Group Ltd 213,800$6,967,7424.71%
New Vernon Capital Holdings II LLC 159,553$5,199,8324.19%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 122,499$4,021,9223.80%
Carmel Capital Management L.L.C. 80,905$2,636,6941.63%
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 243,900$7,948,7011.16%
Money Design Co.,Ltd. 1,032,798$33,6581.15%
BECK CAPITAL MANAGEMENT, LLC 79,049$2,576,2071.08%
GSB Wealth Management, LLC 68,994$2,248,5140.80%
Strategic Wealth Investment Group, LLC 99,713$3,336,4020.77%
Viewpoint Capital Management LLC 23,972$781,2470.76%
View complete list of WISDOMTREE TR shareholders