Kestra Advisory Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 137 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 12.82 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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$294,000,00012,4680.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Meditor Group Ltd 213,800$6,967,7424.71%
New Vernon Capital Holdings II LLC 159,553$5,199,8324.19%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 122,499$4,021,9223.80%
Carmel Capital Management L.L.C. 80,905$2,636,6941.63%
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 243,900$7,948,7011.16%
Money Design Co.,Ltd. 1,032,798$33,6581.15%
BECK CAPITAL MANAGEMENT, LLC 79,049$2,576,2071.08%
GSB Wealth Management, LLC 68,994$2,248,5140.80%
Strategic Wealth Investment Group, LLC 99,713$3,336,4020.77%
Viewpoint Capital Management LLC 23,972$781,2470.76%
View complete list of WISDOMTREE TR shareholders