Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 137 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.23 and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$156,331
-3.8%
3,238
-13.2%
0.00%0.0%
Q1 2024$162,479
+563.8%
3,730
+524.8%
0.00%
Q4 2023$24,477
+11.5%
5970.0%0.00%
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 Q4 2022
NameSharesValueWeighting ↓
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 966,801$23,696,00014.88%
XPONANCE, INC. 615,501$24,180,0006.05%
Barry Investment Advisors, LLC 483,539$11,852,0004.47%
ELEMENT CAPITAL MANAGEMENT LLC 800,000$19,608,0003.97%
GLOBEFLEX CAPITAL L P 470,612$11,535,0002.84%
Bedell Frazier Investment Counselling, LLC 273,400$6,701,0002.44%
Meditor Group Ltd 630,000$15,441,0002.32%
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 3,896,900$95,513,0002.32%
Clal Insurance Enterprises Holdings Ltd 4,498,443$110,257,0002.19%
CALDWELL & ORKIN INC 42,300$1,037,0001.29%
View complete list of WISDOMTREE TR shareholders