CreativeOne Wealth, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 137 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 12.82 and the average weighting 0.2%.

Quarter-by-quarter ownership
CreativeOne Wealth, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$2,349,000
+43.9%
64,388
+47.6%
0.12%
+20.8%
Q3 2021$1,632,000
+55.7%
43,636
-1.8%
0.10%
-34.2%
Q3 2020$1,048,000
+4.3%
44,421
-11.5%
0.15%
-6.4%
Q2 2020$1,005,00050,1990.16%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
New Vernon Capital Holdings II LLC 211,153$7,761,9846.73%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 122,499$4,536,0153.93%
Black Swift Group, LLC 267,524$9,834,1823.21%
Whitaker-Myers Wealth Managers, LTD. 138,189$5,079,8283.15%
Meditor Group Ltd 60,700$2,231,3322.89%
Carmel Capital Management L.L.C. 91,655$3,369,2381.91%
Randolph Co Inc 214,785$7,895,4971.27%
Ferguson Shapiro LLC 61,098$2,245,9621.24%
Redhawk Wealth Advisors, Inc. 95,100$3,495,8931.16%
Money Design Co.,Ltd. 473,471$17,4051.06%
View complete list of WISDOMTREE TR shareholders