WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 174 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is 1.29 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $5,777,000 | -4.0% | 158,355 | -1.6% | 0.42% | -10.9% |
| Q3 2021 | $6,017,000 | +12.3% | 160,873 | +1.7% | 0.48% | +12.0% |
| Q2 2021 | $5,357,000 | +10.8% | 158,208 | +3.1% | 0.42% | +2.7% |
| Q1 2021 | $4,835,000 | +7.8% | 153,406 | -0.1% | 0.41% | -3.1% |
| Q4 2020 | $4,485,000 | +20.1% | 153,542 | -3.0% | 0.43% | +9.2% |
| Q3 2020 | $3,735,000 | +14.9% | 158,278 | -2.4% | 0.39% | +13.4% |
| Q2 2020 | $3,250,000 | +20.1% | 162,248 | -2.9% | 0.34% | +21.1% |
| Q1 2020 | $2,706,000 | -31.2% | 167,061 | +5.7% | 0.28% | -17.4% |
| Q4 2019 | $3,933,000 | +6.1% | 158,032 | +1.7% | 0.34% | -5.2% |
| Q3 2019 | $3,707,000 | -7.8% | 155,434 | +0.8% | 0.36% | -10.1% |
| Q2 2019 | $4,019,000 | -0.8% | 154,219 | +0.2% | 0.40% | -1.0% |
| Q1 2019 | $4,051,000 | +9.7% | 153,858 | +3.3% | 0.41% | -3.5% |
| Q4 2018 | $3,693,000 | -9.4% | 148,925 | -11.9% | 0.42% | +1.2% |
| Q3 2018 | $4,076,000 | -6.3% | 169,041 | -2.2% | 0.42% | -9.3% |
| Q2 2018 | $4,349,000 | -2.1% | 172,803 | +2.0% | 0.46% | -7.4% |
| Q1 2018 | $4,441,000 | +30.3% | 169,383 | +38.3% | 0.50% | +26.4% |
| Q4 2017 | $3,409,000 | – | 122,465 | – | 0.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meditor Group Ltd | 60,700 | $2,488,700 | 3.11% |
| Leibman Financial Services, Inc. | 77,773 | $3,188,677 | 2.65% |
| Lowe Wealth Advisors, LLC | 18,850 | $772,850 | 0.38% |
| Harbour Capital Advisors, LLC | 13,263 | $543,252 | 0.15% |
| Westwind Capital | 10,190 | $418 | 0.11% |
| BALDWIN BROTHERS LLC/MA | 5,388 | $220,908 | 0.02% |
| Diversified Trust Co | 8,560 | $350,960 | 0.01% |
| Bartlett & Co. LLC | 4,100 | $169 | 0.00% |