HighMark Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 114 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 23.71 and the average weighting 0.1%.

Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,464
+5.6%
670.0%0.00%0.0%
Q2 2023$2,333
+10.5%
670.0%0.00%0.0%
Q1 2023$2,111
-3.2%
670.0%0.00%0.0%
Q4 2022$2,181
+9.0%
670.0%0.00%0.0%
Q3 2022$2,0000.0%670.0%0.00%0.0%
Q2 2022$2,0000.0%67
+6.3%
0.00%
+100.0%
Q1 2022$2,0000.0%630.0%0.00%0.0%
Q4 2021$2,0000.0%63
+1.6%
0.00%0.0%
Q3 2021$2,0000.0%620.0%0.00%0.0%
Q2 2021$2,0000.0%620.0%0.00%
-50.0%
Q1 2021$2,0000.0%620.0%0.00%0.0%
Q4 2020$2,000
+100.0%
620.0%0.00%
+100.0%
Q3 2020$1,0000.0%620.0%0.00%0.0%
Q2 2020$1,00062
+1.6%
0.00%
Q1 2020$0
-100.0%
610.0%0.00%
-100.0%
Q4 2019$1,000610.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
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