WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 125 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 6.38 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,476 | +16.7% | 421 | +10.5% | 0.00% | +33.3% |
| Q2 2023 | $13,259 | +4.8% | 381 | -5.0% | 0.00% | -25.0% |
| Q1 2023 | $12,648 | +40.1% | 401 | +44.8% | 0.00% | +33.3% |
| Q4 2022 | $9,027 | -17.9% | 277 | -23.7% | 0.00% | 0.0% |
| Q3 2022 | $11,000 | -8.3% | 363 | -8.3% | 0.00% | -25.0% |
| Q2 2022 | $12,000 | -14.3% | 396 | +0.5% | 0.00% | 0.0% |
| Q1 2022 | $14,000 | +250.0% | 394 | +310.4% | 0.00% | +300.0% |
| Q4 2021 | $4,000 | 0.0% | 96 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $4,000 | -63.6% | 96 | -69.6% | 0.00% | -66.7% |
| Q2 2021 | $11,000 | +22.2% | 316 | 0.0% | 0.00% | +50.0% |
| Q1 2021 | $9,000 | 0.0% | 316 | 0.0% | 0.00% | -33.3% |
| Q4 2020 | $9,000 | +28.6% | 316 | 0.0% | 0.00% | +50.0% |
| Q3 2020 | $7,000 | – | 316 | – | 0.00% | – |
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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% |