Spire Wealth Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 128 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 0.63 and the average weighting 0.2%.

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 Q3 2022
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 453,987$9,093,0003.22%
ING GROEP NV 2,195,958$43,985,0001.89%
Strategic Wealth Investment Group, LLC 93,240$1,868,0001.83%
Meditor Group Ltd 400,000$8,012,0001.68%
Money Design Co.,Ltd. 540,013$10,816,0001.54%
GLOBEFLEX CAPITAL L P 244,365$4,895,0001.24%
DRIEHAUS CAPITAL MANAGEMENT LLC 1,649,988$33,049,0000.80%
Millburn Ridgefield Corp 405,451$8,121,0000.54%
Lowe Wealth Advisors, LLC 35,825$718,0000.42%
Catalyst Capital Advisors LLC 405,317$8,119,0000.42%
View complete list of WISDOMTREE TR shareholders