WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 8 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
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 ↓ |
|---|---|---|---|
| New Vernon Capital Holdings II LLC | 211,153 | $7,761,984 | 6.73% |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 122,499 | $4,536,015 | 3.93% |
| Black Swift Group, LLC | 267,524 | $9,834,182 | 3.21% |
| Whitaker-Myers Wealth Managers, LTD. | 138,189 | $5,079,828 | 3.15% |
| Meditor Group Ltd | 60,700 | $2,231,332 | 2.89% |
| Carmel Capital Management L.L.C. | 91,655 | $3,369,238 | 1.91% |
| Randolph Co Inc | 214,785 | $7,895,497 | 1.27% |
| Ferguson Shapiro LLC | 61,098 | $2,245,962 | 1.24% |
| Redhawk Wealth Advisors, Inc. | 95,100 | $3,495,893 | 1.16% |
| Money Design Co.,Ltd. | 473,471 | $17,405 | 1.06% |