Retirement Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 132 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - 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 2022
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 453,987$9,093,0003.22%
ING GROEP NV 2,195,958$43,985,0001.89%
Strategic Wealth Investment Group, LLC 93,240$1,868,0001.83%
Meditor Group Ltd 400,000$8,012,0001.68%
Money Design Co.,Ltd. 540,013$10,816,0001.54%
GLOBEFLEX CAPITAL L P 244,365$4,895,0001.24%
DRIEHAUS CAPITAL MANAGEMENT LLC 1,649,988$33,049,0000.80%
Millburn Ridgefield Corp 405,451$8,121,0000.54%
Lowe Wealth Advisors, LLC 35,825$718,0000.42%
Catalyst Capital Advisors LLC 405,317$8,119,0000.42%
View complete list of WISDOMTREE TR shareholders