Spire Wealth Management - WISDOMTREE TR ownership

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
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 Q1 2023
NameSharesValueWeighting ↓
New Vernon Capital Holdings II LLC 211,153$7,348,1244.90%
Meditor Group Ltd 151,800$5,282,6404.59%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 122,499$4,238,7683.25%
Black Swift Group, LLC 162,800$5,665,4401.93%
Carmel Capital Management L.L.C. 92,805$3,229,6141.68%
BECK CAPITAL MANAGEMENT, LLC 87,871$3,057,9211.21%
Money Design Co.,Ltd. 564,190$19,6341.16%
Randolph Co Inc 216,038$7,518,1221.05%
GSB Wealth Management, LLC 62,909$2,189,2470.71%
DRIEHAUS CAPITAL MANAGEMENT LLC 1,555,221$54,121,6910.68%
View complete list of WISDOMTREE TR shareholders