Strategic Wealth Investment Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 122 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 7.23 and the average weighting 0.1%.

Quarter-by-quarter ownership
Strategic Wealth Investment Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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$1,044,00041,9331.08%
Other shareholders
WISDOMTREE TR shareholders Q2 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