WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 131 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.28 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 ↓ |
|---|---|---|---|
| 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% |