WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 280 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is 0.61 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $145 | -100.0% | 3 | -100.0% | 0.00% | -100.0% |
| Q1 2024 | $2,253,925 | +642.4% | 51,743 | +598.8% | 0.00% | +300.0% |
| Q4 2023 | $303,605 | -86.6% | 7,405 | -88.0% | 0.00% | -83.3% |
| Q3 2023 | $2,268,607 | +878.9% | 61,714 | +644.3% | 0.01% | +500.0% |
| Q2 2023 | $231,761 | -79.3% | 8,292 | -77.4% | 0.00% | -85.7% |
| Q3 2022 | $1,121,000 | -34.4% | 36,704 | -36.3% | 0.01% | -46.2% |
| Q2 2022 | $1,709,000 | -45.0% | 57,624 | -33.3% | 0.01% | -50.0% |
| Q1 2022 | $3,110,000 | -44.9% | 86,363 | -44.2% | 0.03% | -40.9% |
| Q4 2021 | $5,648,000 | -53.6% | 154,820 | -52.5% | 0.04% | -71.2% |
| Q3 2021 | $12,184,000 | – | 325,765 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 2,270,400 | $54,149,000 | 9.06% |
| New Vernon Capital Holdings II LLC | 288,638 | $6,884,000 | 4.72% |
| Barry Investment Advisors, LLC | 477,055 | $11,378,000 | 4.11% |
| Money Design Co.,Ltd. | 538,926 | $12,853,000 | 2.70% |
| RPG Investment Advisory, LLC | 432,972 | $10,326,000 | 2.45% |
| GLOBEFLEX CAPITAL L P | 450,276 | $10,739,000 | 2.35% |
| Meditor Group Ltd | 400,000 | $9,540,000 | 2.32% |
| Verity Asset Management, Inc. | 59,313 | $1,415,000 | 1.48% |
| ING GROEP NV | 2,195,958 | $52,374,000 | 1.33% |
| Surevest, LLC | 90,164 | $2,150,000 | 1.06% |