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 | $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% | 80,905 | 0.0% | 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 | $2,929,000 | – | 80,280 | – | 1.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meditor Group Ltd | 213,800 | $6,967,742 | 4.71% |
| New Vernon Capital Holdings II LLC | 159,553 | $5,199,832 | 4.19% |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 122,499 | $4,021,922 | 3.80% |
| Carmel Capital Management L.L.C. | 80,905 | $2,636,694 | 1.63% |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 243,900 | $7,948,701 | 1.16% |
| Money Design Co.,Ltd. | 1,032,798 | $33,658 | 1.15% |
| BECK CAPITAL MANAGEMENT, LLC | 79,049 | $2,576,207 | 1.08% |
| GSB Wealth Management, LLC | 68,994 | $2,248,514 | 0.80% |
| Strategic Wealth Investment Group, LLC | 99,713 | $3,336,402 | 0.77% |
| Viewpoint Capital Management LLC | 23,972 | $781,247 | 0.76% |