WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 173 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 1.49 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,249 | +5.6% | 170 | 0.0% | 0.00% | – |
| Q2 2023 | $5,916 | +10.3% | 170 | 0.0% | 0.00% | – |
| Q1 2023 | $5,362 | +89266.7% | 170 | 0.0% | 0.00% | – |
| Q4 2022 | $6 | -99.9% | 170 | 0.0% | 0.00% | – |
| Q3 2022 | $5,000 | 0.0% | 170 | 0.0% | 0.00% | – |
| Q2 2022 | $5,000 | -16.7% | 170 | 0.0% | 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 | $52,000 | – | 1,650 | – | 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% |