WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 131 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $550,612 | -6.1% | 14,978 | -11.1% | 0.00% | 0.0% |
| Q2 2023 | $586,469 | +91250.3% | 16,852 | -17.3% | 0.00% | -33.3% |
| Q1 2023 | $642 | -3.3% | 20,381 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $664 | -99.9% | 20,381 | -30.1% | 0.00% | -40.0% |
| Q3 2022 | $890,000 | +3.6% | 29,165 | +0.7% | 0.01% | 0.0% |
| Q2 2022 | $859,000 | -31.4% | 28,972 | -16.7% | 0.01% | -16.7% |
| Q1 2022 | $1,252,000 | -1.6% | 34,783 | -0.3% | 0.01% | 0.0% |
| Q4 2021 | $1,272,000 | -3.6% | 34,874 | -1.3% | 0.01% | -14.3% |
| Q3 2021 | $1,320,000 | +11.3% | 35,318 | +0.8% | 0.01% | 0.0% |
| Q2 2021 | $1,186,000 | +7.5% | 35,044 | +0.1% | 0.01% | 0.0% |
| Q1 2021 | $1,103,000 | +9.9% | 35,022 | +1.8% | 0.01% | -12.5% |
| Q4 2020 | $1,004,000 | +25.3% | 34,405 | +1.3% | 0.01% | 0.0% |
| Q3 2020 | $801,000 | -2.2% | 33,980 | -16.9% | 0.01% | -11.1% |
| Q2 2020 | $819,000 | +18.5% | 40,906 | -4.1% | 0.01% | 0.0% |
| Q1 2020 | $691,000 | +167.8% | 42,674 | +312.0% | 0.01% | +200.0% |
| Q4 2019 | $258,000 | +79.2% | 10,357 | +71.4% | 0.00% | +50.0% |
| Q3 2019 | $144,000 | +453.8% | 6,042 | +504.2% | 0.00% | – |
| Q2 2019 | $26,000 | – | 1,000 | – | 0.00% | – |
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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% |