Spire Wealth Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 122 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 7.23 and the average weighting 0.1%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$6,249
+5.6%
1700.0%0.00%
Q2 2023$5,916
+10.3%
1700.0%0.00%
Q1 2023$5,362
+89266.7%
1700.0%0.00%
Q4 2022$6
-99.9%
1700.0%0.00%
Q3 2022$5,0000.0%1700.0%0.00%
Q2 2022$5,000
-16.7%
1700.0%0.00%
Q1 2022$6,000
-88.9%
170
-88.4%
0.00%
-100.0%
Q4 2021$54,000
+3.8%
1,470
-10.9%
0.00%0.0%
Q1 2021$52,0001,6500.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 482,068$12,640,0004.79%
Clal Insurance Enterprises Holdings Ltd 5,187,486$136,016,0003.62%
GLOBEFLEX CAPITAL L P 593,336$15,557,0003.29%
New Vernon Capital Holdings II LLC 56,730$1,487,0002.07%
Verity Asset Management, Inc. 78,405$2,056,0001.87%
Meditor Group Ltd 400,000$10,488,0001.65%
CUMBERLAND ADVISORS INC 74,880$1,963,0001.20%
RPG Investment Advisory, LLC 174,850$4,584,0001.05%
ING GROEP NV 2,195,958$57,578,0001.04%
Cottage Street Advisors LLC 57,184$1,500,0000.92%
View complete list of WISDOMTREE TR shareholders