WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 173 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 1.49 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,946 | +69.5% | 597 | +60.5% | 0.00% | – |
| Q2 2023 | $12,946 | +10.3% | 372 | 0.0% | 0.00% | – |
| Q1 2023 | $11,733 | -3.2% | 372 | 0.0% | 0.00% | – |
| Q4 2022 | $12,123 | +10.2% | 372 | 0.0% | 0.00% | – |
| Q3 2022 | $11,000 | 0.0% | 372 | 0.0% | 0.00% | – |
| Q2 2022 | $11,000 | -15.4% | 372 | 0.0% | 0.00% | – |
| Q1 2022 | $13,000 | -59.4% | 372 | -57.3% | 0.00% | – |
| Q4 2021 | $32,000 | -3.0% | 872 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $33,000 | +10.0% | 872 | 0.0% | 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% | 372 | 0.0% | 0.00% | – |
| Q3 2020 | $9,000 | +28.6% | 372 | 0.0% | 0.00% | – |
| Q2 2020 | $7,000 | +16.7% | 372 | 0.0% | 0.00% | – |
| Q1 2020 | $6,000 | -33.3% | 372 | 0.0% | 0.00% | – |
| Q4 2019 | $9,000 | +12.5% | 372 | 0.0% | 0.00% | – |
| Q3 2019 | $8,000 | -11.1% | 372 | 0.0% | 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 | $67,000 | – | 2,669 | – | 0.00% | – |
Download | ||||||
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% |