Geneos Wealth Management Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 135 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.23 and the average weighting 0.2%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$36,539
+5.6%
9940.0%0.00%0.0%
Q2 2023$34,591
+10.3%
9940.0%0.00%0.0%
Q1 2023$31,351
-3.2%
9940.0%0.00%0.0%
Q4 2022$32,394
+8.0%
9940.0%0.00%0.0%
Q3 2022$30,000
-48.3%
994
-50.0%
0.00%
-33.3%
Q2 2022$58,000
-67.4%
1,988
-60.0%
0.00%
-62.5%
Q1 2022$178,000
-1.7%
4,9700.0%0.01%
+14.3%
Q4 2021$181,000
-3.7%
4,9700.0%0.01%0.0%
Q3 2021$188,000
-16.4%
4,970
-25.2%
0.01%
-22.2%
Q2 2021$225,000
-16.0%
6,647
-23.2%
0.01%
+28.6%
Q1 2021$268,000
-2.2%
8,6510.0%0.01%
-36.4%
Q4 2020$274,000
-12.5%
8,651
-36.5%
0.01%
-31.2%
Q3 2020$313,000
+6.5%
13,624
-6.8%
0.02%0.0%
Q2 2020$294,000
-79.5%
14,618
-83.8%
0.02%
-83.3%
Q1 2020$1,436,000
+16.3%
90,123
+81.2%
0.10%
+45.5%
Q4 2019$1,235,000
+1.4%
49,728
-2.0%
0.07%
-9.6%
Q3 2019$1,218,000
-10.4%
50,722
-1.9%
0.07%
-18.9%
Q1 2019$1,360,000
-7.8%
51,688
-12.9%
0.09%
-17.4%
Q4 2018$1,475,000
+14.5%
59,358
+11.1%
0.11%
+26.7%
Q3 2018$1,288,000
+178.8%
53,449
+190.8%
0.09%
+138.9%
Q2 2018$462,000
-62.6%
18,381
-61.0%
0.04%
-66.7%
Q1 2018$1,236,000
+3333.3%
47,169
+3492.5%
0.11%
+3500.0%
Q4 2017$36,000
-98.1%
1,313
-98.6%
0.00%
-98.8%
Q4 2016$1,882,000
+120.1%
93,191
+112.5%
0.25%
+89.3%
Q1 2016$855,00043,8490.13%
Other shareholders
WISDOMTREE TR shareholders Q4 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