WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 137 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 12.82 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $881,211 | +5.6% | 23,972 | 0.0% | 0.70% | +9.1% |
| Q2 2023 | $834,226 | +10.3% | 23,972 | 0.0% | 0.64% | -5.0% |
| Q1 2023 | $756,077 | -3.2% | 23,972 | 0.0% | 0.68% | -10.1% |
| Q4 2022 | $781,247 | +6.7% | 23,972 | 0.0% | 0.76% | +4.3% |
| Q3 2022 | $732,000 | +10.6% | 23,972 | +7.3% | 0.72% | +16.6% |
| Q2 2022 | $662,000 | -17.7% | 22,336 | 0.0% | 0.62% | +0.2% |
| Q1 2022 | $804,000 | -1.3% | 22,336 | 0.0% | 0.62% | +4.9% |
| Q4 2021 | $815,000 | – | 22,336 | – | 0.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New Vernon Capital Holdings II LLC | 159,553 | $4,873,000 | 5.08% |
| Meditor Group Ltd | 213,800 | $6,529,000 | 4.34% |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 122,499 | $3,708,000 | 3.60% |
| Carmel Capital Management L.L.C. | 80,905 | $2,471,000 | 1.61% |
| Money Design Co.,Ltd. | 1,155,676 | $17,664,647 | 1.49% |
| Karp Capital Management Corp | 159,752 | $4,879,000 | 0.92% |
| Strategic Wealth Investment Group, LLC | 99,588 | $3,041,000 | 0.87% |
| GSB Wealth Management, LLC | 65,674 | $2,006,000 | 0.73% |
| Viewpoint Capital Management LLC | 23,972 | $732,000 | 0.72% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1,506,319 | $46,003,000 | 0.70% |