HighMark Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 8 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

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 2023
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 482,068$12,640,0004.79%
Clal Insurance Enterprises Holdings Ltd 5,187,486$136,016,0003.62%
GLOBEFLEX CAPITAL L P 593,336$15,557,0003.29%
New Vernon Capital Holdings II LLC 56,730$1,487,0002.07%
Verity Asset Management, Inc. 78,405$2,056,0001.87%
Meditor Group Ltd 400,000$10,488,0001.65%
CUMBERLAND ADVISORS INC 74,880$1,963,0001.20%
RPG Investment Advisory, LLC 174,850$4,584,0001.05%
ING GROEP NV 2,195,958$57,578,0001.04%
Cottage Street Advisors LLC 57,184$1,500,0000.92%
View complete list of WISDOMTREE TR shareholders