WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 135 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.23 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $207,828 | +2.8% | 5,545 | -2.3% | 0.00% | 0.0% |
| Q2 2023 | $202,096 | +45.2% | 5,675 | +32.7% | 0.00% | +100.0% |
| Q1 2023 | $139,209 | -3.5% | 4,275 | 0.0% | 0.00% | -50.0% |
| Q4 2022 | $144,313 | -83.5% | 4,275 | -84.4% | 0.00% | -80.0% |
| Q3 2022 | $874,433 | +0.1% | 27,480 | -4.6% | 0.01% | 0.0% |
| Q2 2022 | $873,922 | -20.7% | 28,815 | -1.4% | 0.01% | -9.1% |
| Q1 2022 | $1,101,928 | -5.0% | 29,230 | -3.4% | 0.01% | 0.0% |
| Q4 2021 | $1,159,422 | – | 30,270 | – | 0.01% | – |
Download | ||||||
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% |