Beacon Pointe Advisors, 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
Beacon Pointe Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,007,630
+5.6%
27,4100.0%0.01%
-18.8%
Q2 2023$953,905
+12.0%
27,410
+1.5%
0.02%
+6.7%
Q1 2023$851,929
-3.2%
27,0100.0%0.02%
-11.8%
Q4 2022$880,291
+39.7%
27,010
+30.9%
0.02%
+21.4%
Q3 2022$630,000
-28.1%
20,637
-30.0%
0.01%
-22.2%
Q2 2022$876,000
-22.1%
29,469
-5.6%
0.02%
+20.0%
Q1 2022$1,124,000
+27.9%
31,206
+29.6%
0.02%
-34.8%
Q4 2021$879,000
-3.2%
24,087
-0.8%
0.02%
+4.5%
Q3 2021$908,000
+328.3%
24,287
+288.2%
0.02%
+175.0%
Q2 2021$212,0006,2570.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
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