American Portfolios Advisors - WISDOMTREE TR ownership

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WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 132 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
American Portfolios Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$30,540
+3.0%
1,0000.0%0.00%0.0%
Q2 2022$29,660
-90.5%
1,000
-88.4%
0.00%
-90.9%
Q1 2022$310,586
-1.9%
8,625
-0.6%
0.01%0.0%
Q4 2021$316,464
-2.5%
8,6750.0%0.01%
-8.3%
Q3 2021$324,445
-2.2%
8,675
-11.5%
0.01%
-7.7%
Q2 2021$331,828
+9.1%
9,800
+1.6%
0.01%0.0%
Q1 2021$304,168
+18.7%
9,650
+10.0%
0.01%0.0%
Q4 2020$256,318
+54.1%
8,775
+24.5%
0.01%
+30.0%
Q3 2020$166,380
+99.5%
7,050
+69.3%
0.01%
+100.0%
Q2 2020$83,385
+57.7%
4,163
+27.6%
0.01%
+25.0%
Q1 2020$52,861
-40.0%
3,263
-7.8%
0.00%
-33.3%
Q4 2019$88,061
+4.4%
3,5380.0%0.01%
-14.3%
Q3 2019$84,381
-8.5%
3,5380.0%0.01%
-12.5%
Q2 2019$92,200
+42.2%
3,538
+43.6%
0.01%
+33.3%
Q1 2019$64,851
+95.4%
2,463
+84.1%
0.01%
+50.0%
Q4 2018$33,182
+2.9%
1,3380.0%0.00%0.0%
Q3 2018$32,259
-4.2%
1,3380.0%0.00%
-20.0%
Q2 2018$33,677
-45.8%
1,338
-43.5%
0.01%
-44.4%
Q1 2018$62,141
-5.8%
2,3700.0%0.01%
-10.0%
Q4 2017$65,981–2,370–0.01%–
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Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Meditor Group Ltd 60,700$2,488,7003.11%
Leibman Financial Services, Inc. 77,773$3,188,6772.65%
Lowe Wealth Advisors, LLC 18,850$772,8500.38%
Harbour Capital Advisors, LLC 13,263$543,2520.15%
Westwind Capital 10,190$4180.11%
BALDWIN BROTHERS LLC/MA 5,388$220,9080.02%
Diversified Trust Co 8,560$350,9600.01%
Bartlett & Co. LLC 4,100$1690.00%
View complete list of WISDOMTREE TR shareholders