WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 135 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.23 and the average weighting 0.2%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 966,801 | $19,529,000 | 5.11% |
| Meditor Group Ltd | 670,000 | $13,534,000 | 3.34% |
| Barry Investment Advisors, LLC | 461,931 | $9,331,000 | 3.26% |
| Bedell Frazier Investment Counselling, LLC | 255,510 | $5,161,000 | 2.03% |
| GLOBEFLEX CAPITAL L P | 388,754 | $7,853,000 | 1.96% |
| Migdal Insurance & Financial Holdings Ltd. | 3,585,369 | $72,424,000 | 1.84% |
| CUMBERLAND ADVISORS INC | 91,320 | $1,845,000 | 1.32% |
| One Capital Management, LLC | 172,571 | $3,486,000 | 1.11% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 2,963,297 | $59,859,000 | 1.05% |
| Richard Bernstein Advisors LLC | 536,100 | $10,829,000 | 0.91% |