Retirement Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 114 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 23.71 and the average weighting 0.1%.

Quarter-by-quarter ownership
Retirement Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,757
+5.6%
750.0%0.00%0.0%
Q2 2023$2,610
+130400.0%
750.0%0.00%0.0%
Q1 2023$20.0%750.0%0.00%0.0%
Q4 2022$2
-99.9%
750.0%0.00%
-50.0%
Q3 2022$2,0000.0%750.0%0.00%
+100.0%
Q2 2022$2,000
-33.3%
750.0%0.00%0.0%
Q1 2022$3,0000.0%750.0%0.00%0.0%
Q4 2021$3,0000.0%750.0%0.00%0.0%
Q3 2021$3,0000.0%750.0%0.00%0.0%
Q2 2021$3,000
+50.0%
750.0%0.00%0.0%
Q1 2021$2,0000.0%75
-25.7%
0.00%0.0%
Q4 2020$2,0000.0%1010.0%0.00%0.0%
Q3 2020$2,0000.0%1010.0%0.00%0.0%
Q2 2020$2,000
-33.3%
1010.0%0.00%
-50.0%
Q4 2019$3,0001010.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
NameSharesValueWeighting ↓
New Vernon Capital Holdings II LLC 159,553$4,873,0005.08%
Meditor Group Ltd 213,800$6,529,0004.34%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 122,499$3,708,0003.60%
Carmel Capital Management L.L.C. 80,905$2,471,0001.61%
Money Design Co.,Ltd. 1,155,676$17,664,6471.49%
Karp Capital Management Corp 159,752$4,879,0000.92%
Strategic Wealth Investment Group, LLC 99,588$3,041,0000.87%
GSB Wealth Management, LLC 65,674$2,006,0000.73%
Viewpoint Capital Management LLC 23,972$732,0000.72%
DRIEHAUS CAPITAL MANAGEMENT LLC 1,506,319$46,003,0000.70%
View complete list of WISDOMTREE TR shareholders