Carmel Capital Management L.L.C. - 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
Carmel Capital Management L.L.C. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$3,369,238
+4.3%
91,655
-1.2%
1.91%
+13.7%
Q2 2023$3,229,614
+14.8%
92,805
+4.0%
1.68%
+4.3%
Q1 2023$2,813,526
+6.7%
89,205
+10.3%
1.61%
-1.1%
Q4 2022$2,636,694
+6.7%
80,9050.0%1.63%
+0.8%
Q3 2022$2,471,000
+2.9%
80,905
-0.1%
1.61%
+8.4%
Q2 2022$2,402,000
-17.9%
80,980
-0.4%
1.49%
-2.3%
Q1 2022$2,927,000
-0.1%
81,280
+1.2%
1.52%
+6.0%
Q4 2021$2,929,00080,2801.44%
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