HighMark Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 137 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 12.82 and the average weighting 0.2%.

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 Q4 2021
NameSharesValueWeighting ↓
Meditor Group Ltd 213,800$6,967,7424.71%
New Vernon Capital Holdings II LLC 159,553$5,199,8324.19%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 122,499$4,021,9223.80%
Carmel Capital Management L.L.C. 80,905$2,636,6941.63%
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 243,900$7,948,7011.16%
Money Design Co.,Ltd. 1,032,798$33,6581.15%
BECK CAPITAL MANAGEMENT, LLC 79,049$2,576,2071.08%
GSB Wealth Management, LLC 68,994$2,248,5140.80%
Strategic Wealth Investment Group, LLC 99,713$3,336,4020.77%
Viewpoint Capital Management LLC 23,972$781,2470.76%
View complete list of WISDOMTREE TR shareholders