HighMark Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 135 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.23 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 2022
NameSharesValueWeighting ↓
New Vernon Capital Holdings II LLC 211,153$7,761,9846.73%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 122,499$4,536,0153.93%
Black Swift Group, LLC 267,524$9,834,1823.21%
Whitaker-Myers Wealth Managers, LTD. 138,189$5,079,8283.15%
Meditor Group Ltd 60,700$2,231,3322.89%
Carmel Capital Management L.L.C. 91,655$3,369,2381.91%
Randolph Co Inc 214,785$7,895,4971.27%
Ferguson Shapiro LLC 61,098$2,245,9621.24%
Redhawk Wealth Advisors, Inc. 95,100$3,495,8931.16%
Money Design Co.,Ltd. 473,471$17,4051.06%
View complete list of WISDOMTREE TR shareholders