HighMark Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 134 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.08 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 Q1 2022
NameSharesValueWeighting ↓
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 966,801$19,529,0005.11%
Meditor Group Ltd 670,000$13,534,0003.34%
Barry Investment Advisors, LLC 461,931$9,331,0003.26%
Bedell Frazier Investment Counselling, LLC 255,510$5,161,0002.03%
GLOBEFLEX CAPITAL L P 388,754$7,853,0001.96%
Migdal Insurance & Financial Holdings Ltd. 3,585,369$72,424,0001.84%
CUMBERLAND ADVISORS INC 91,320$1,845,0001.32%
One Capital Management, LLC 172,571$3,486,0001.11%
CAUSEWAY CAPITAL MANAGEMENT LLC 2,963,297$59,859,0001.05%
Richard Bernstein Advisors LLC 536,100$10,829,0000.91%
View complete list of WISDOMTREE TR shareholders