WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 124 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is 25.07 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $179,683 | +5.6% | 4,888 | 0.0% | 0.06% | +3.4% |
| Q2 2023 | $170,102 | +4.2% | 4,888 | -5.6% | 0.06% | +9.4% |
| Q1 2023 | $163,251 | -7.0% | 5,176 | -3.9% | 0.05% | -10.2% |
| Q4 2022 | $175,530 | +7.0% | 5,386 | 0.0% | 0.06% | -6.3% |
| Q3 2022 | $164,000 | +2.5% | 5,386 | -0.6% | 0.06% | +5.0% |
| Q2 2022 | $160,000 | -18.4% | 5,418 | -0.6% | 0.06% | -13.0% |
| Q1 2022 | $196,000 | +2.1% | 5,449 | +3.4% | 0.07% | +1.5% |
| Q4 2021 | $192,000 | -2.0% | 5,270 | +0.4% | 0.07% | -11.7% |
| Q3 2021 | $196,000 | +10.7% | 5,249 | +0.3% | 0.08% | -16.3% |
| Q2 2021 | $177,000 | +12.0% | 5,231 | +4.6% | 0.09% | +2.2% |
| Q1 2021 | $158,000 | +9.0% | 5,002 | +0.8% | 0.09% | 0.0% |
| Q4 2020 | $145,000 | +18.9% | 4,964 | -4.3% | 0.09% | 0.0% |
| Q3 2020 | $122,000 | +11.9% | 5,185 | -4.5% | 0.09% | +3.4% |
| Q2 2020 | $109,000 | -19.3% | 5,432 | -34.4% | 0.09% | -35.1% |
| Q1 2020 | $135,000 | – | 8,276 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meditor Group Ltd | 213,800 | $6,967,742 | 4.71% |
| New Vernon Capital Holdings II LLC | 159,553 | $5,199,832 | 4.19% |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 122,499 | $4,021,922 | 3.80% |
| Carmel Capital Management L.L.C. | 80,905 | $2,636,694 | 1.63% |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 243,900 | $7,948,701 | 1.16% |
| Money Design Co.,Ltd. | 1,032,798 | $33,658 | 1.15% |
| BECK CAPITAL MANAGEMENT, LLC | 79,049 | $2,576,207 | 1.08% |
| GSB Wealth Management, LLC | 68,994 | $2,248,514 | 0.80% |
| Strategic Wealth Investment Group, LLC | 99,713 | $3,336,402 | 0.77% |
| Viewpoint Capital Management LLC | 23,972 | $781,247 | 0.76% |