WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 123 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 16.91 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $843,421 | +10.6% | 22,944 | +4.7% | 0.01% | 0.0% |
| Q2 2023 | $762,642 | +6.2% | 21,915 | -3.7% | 0.01% | 0.0% |
| Q1 2023 | $717,871 | +0.2% | 22,761 | +3.6% | 0.01% | +33.3% |
| Q4 2022 | $716,296 | -99.9% | 21,979 | -47.9% | 0.01% | -14.3% |
| Q3 2022 | $644,644,000 | +130925.2% | 42,202 | +154.4% | 0.01% | +40.0% |
| Q2 2022 | $492,000 | -5.6% | 16,592 | +14.8% | 0.01% | 0.0% |
| Q1 2022 | $521,000 | +5.9% | 14,455 | +7.1% | 0.01% | 0.0% |
| Q4 2021 | $492,000 | +4.5% | 13,495 | +7.1% | 0.01% | 0.0% |
| Q3 2021 | $471,000 | +16.9% | 12,595 | +5.8% | 0.01% | 0.0% |
| Q2 2021 | $403,000 | -1.9% | 11,900 | -8.8% | 0.01% | 0.0% |
| Q1 2021 | $411,000 | +11.4% | 13,044 | +2.6% | 0.01% | +25.0% |
| Q4 2020 | $369,000 | -99.9% | 12,709 | +1.9% | 0.00% | -20.0% |
| Q3 2020 | $294,000,000 | – | 12,468 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Barry Investment Advisors, LLC | 453,987 | $9,093,000 | 3.22% |
| ING GROEP NV | 2,195,958 | $43,985,000 | 1.89% |
| Strategic Wealth Investment Group, LLC | 93,240 | $1,868,000 | 1.83% |
| Meditor Group Ltd | 400,000 | $8,012,000 | 1.68% |
| Money Design Co.,Ltd. | 540,013 | $10,816,000 | 1.54% |
| GLOBEFLEX CAPITAL L P | 244,365 | $4,895,000 | 1.24% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1,649,988 | $33,049,000 | 0.80% |
| Millburn Ridgefield Corp | 405,451 | $8,121,000 | 0.54% |
| Lowe Wealth Advisors, LLC | 35,825 | $718,000 | 0.42% |
| Catalyst Capital Advisors LLC | 405,317 | $8,119,000 | 0.42% |