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 ↓ |
|---|---|---|---|
| Meditor Group Ltd | 60,700 | $2,488,700 | 3.11% |
| Leibman Financial Services, Inc. | 77,773 | $3,188,677 | 2.65% |
| Lowe Wealth Advisors, LLC | 18,850 | $772,850 | 0.38% |
| Harbour Capital Advisors, LLC | 13,263 | $543,252 | 0.15% |
| Westwind Capital | 10,190 | $418 | 0.11% |
| BALDWIN BROTHERS LLC/MA | 5,388 | $220,908 | 0.02% |
| Diversified Trust Co | 8,560 | $350,960 | 0.01% |
| Bartlett & Co. LLC | 4,100 | $169 | 0.00% |