WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 124 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 25.07 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,677,321 | +3.1% | 100,036 | -2.4% | 0.67% | +17.8% |
| Q2 2023 | $3,565,651 | +4.8% | 102,461 | -5.0% | 0.57% | -10.3% |
| Q1 2023 | $3,402,193 | +2.0% | 107,869 | +8.2% | 0.63% | -18.2% |
| Q4 2022 | $3,336,402 | +9.7% | 99,713 | +0.1% | 0.77% | -11.8% |
| Q3 2022 | $3,041,000 | +15.2% | 99,588 | +11.9% | 0.87% | +32.2% |
| Q2 2022 | $2,640,000 | -40.6% | 89,007 | -27.9% | 0.66% | -37.7% |
| Q1 2022 | $4,447,000 | +4.9% | 123,493 | +6.3% | 1.06% | -3.7% |
| Q4 2021 | $4,239,000 | +1.1% | 116,194 | +3.7% | 1.10% | -12.1% |
| Q3 2021 | $4,193,000 | +39.1% | 112,058 | +25.9% | 1.25% | +17.3% |
| Q2 2021 | $3,014,000 | +44.1% | 89,007 | +34.1% | 1.07% | +6.5% |
| Q1 2021 | $2,092,000 | -31.9% | 66,370 | -36.9% | 1.00% | -44.2% |
| Q4 2020 | $3,070,000 | +21.2% | 105,112 | -2.1% | 1.80% | -5.6% |
| Q3 2020 | $2,533,000 | +35.6% | 107,337 | +15.1% | 1.90% | +4.1% |
| Q2 2020 | $1,868,000 | +78.9% | 93,240 | +122.4% | 1.83% | +69.0% |
| Q4 2019 | $1,044,000 | – | 41,933 | – | 1.08% | – |
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% |