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
| 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 ↓ |
|---|---|---|---|
| Meditor Group Ltd | 60,700 | $2,488,700 | 3.11% |
| Leibman Financial Services, Inc. | 77,773 | $3,188,677 | 2.65% |
| Lowe Wealth Advisors, LLC | 18,850 | $772,850 | 0.38% |
| Harbour Capital Advisors, LLC | 13,263 | $543,252 | 0.15% |
| Westwind Capital | 10,190 | $418 | 0.11% |
| BALDWIN BROTHERS LLC/MA | 5,388 | $220,908 | 0.02% |
| Diversified Trust Co | 8,560 | $350,960 | 0.01% |
| Bartlett & Co. LLC | 4,100 | $169 | 0.00% |