Integrated Wealth Concepts LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 124 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 25.07 and the average weighting 0.2%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,284,762
+33.0%
34,950
+32.0%
0.02%
-20.7%
Q4 2021$966,000
+3.6%
26,481
+6.3%
0.03%
-3.3%
Q3 2021$932,000
+20.1%
24,921
+1.2%
0.03%
-6.2%
Q1 2021$776,000
+8.2%
24,627
+0.3%
0.03%
-5.9%
Q4 2020$717,00024,5600.03%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
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