WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 173 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 1.49 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $72,000 | +213.0% | 1,927 | +180.5% | 0.03% | +188.9% |
| Q2 2021 | $23,000 | +15.0% | 687 | 0.0% | 0.01% | -10.0% |
| Q1 2021 | $20,000 | 0.0% | 687 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $20,000 | +25.0% | 687 | 0.0% | 0.01% | +11.1% |
| Q3 2020 | $16,000 | +14.3% | 687 | 0.0% | 0.01% | -10.0% |
| Q2 2020 | $14,000 | +27.3% | 687 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $11,000 | -35.3% | 687 | 0.0% | 0.01% | -23.1% |
| Q4 2019 | $17,000 | +6.2% | 687 | 0.0% | 0.01% | -13.3% |
| Q3 2019 | $16,000 | -11.1% | 687 | 0.0% | 0.02% | -6.2% |
| Q2 2019 | $18,000 | 0.0% | 687 | 0.0% | 0.02% | +14.3% |
| Q1 2019 | $18,000 | +5.9% | 687 | +0.1% | 0.01% | +7.7% |
| Q4 2018 | $17,000 | – | 686 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 966,801 | $19,529,000 | 5.11% |
| Meditor Group Ltd | 670,000 | $13,534,000 | 3.34% |
| Barry Investment Advisors, LLC | 461,931 | $9,331,000 | 3.26% |
| Bedell Frazier Investment Counselling, LLC | 255,510 | $5,161,000 | 2.03% |
| GLOBEFLEX CAPITAL L P | 388,754 | $7,853,000 | 1.96% |
| Migdal Insurance & Financial Holdings Ltd. | 3,585,369 | $72,424,000 | 1.84% |
| CUMBERLAND ADVISORS INC | 91,320 | $1,845,000 | 1.32% |
| One Capital Management, LLC | 172,571 | $3,486,000 | 1.11% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 2,963,297 | $59,859,000 | 1.05% |
| Richard Bernstein Advisors LLC | 536,100 | $10,829,000 | 0.91% |