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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,464 | +5.6% | 67 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $2,333 | +10.5% | 67 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,111 | -3.2% | 67 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,181 | +9.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,000 | 0.0% | 67 | +6.3% | 0.00% | +100.0% |
| Q1 2022 | $2,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,000 | 0.0% | 63 | +1.6% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | 0.0% | 62 | 0.0% | 0.00% | -50.0% |
| Q1 2021 | $2,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,000 | +100.0% | 62 | 0.0% | 0.00% | +100.0% |
| Q3 2020 | $1,000 | 0.0% | 62 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $1,000 | – | 62 | +1.6% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 61 | 0.0% | 0.00% | -100.0% |
| Q4 2019 | $1,000 | – | 61 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meditor Group Ltd | 60,700 | $2,488,700 | 3.11% |
| Leibman Financial Services, Inc. | 77,773 | $3,188,677 | 2.65% |
| Lowe Wealth Advisors, LLC | 18,850 | $772,850 | 0.38% |
| Harbour Capital Advisors, LLC | 13,263 | $543,252 | 0.15% |
| Westwind Capital | 10,190 | $418 | 0.11% |
| BALDWIN BROTHERS LLC/MA | 5,388 | $220,908 | 0.02% |
| Diversified Trust Co | 8,560 | $350,960 | 0.01% |
| Bartlett & Co. LLC | 4,100 | $169 | 0.00% |