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 | $50,667 | +41.7% | 1,378 | +34.2% | 0.00% | – |
| Q2 2023 | $35,751 | -51.9% | 1,027 | -56.4% | 0.00% | – |
| Q1 2023 | $74,328 | +124.0% | 2,356 | +131.4% | 0.00% | – |
| Q4 2022 | $33,187 | +32.7% | 1,018 | +23.7% | 0.00% | – |
| Q3 2022 | $25,000 | +8.7% | 823 | +6.2% | 0.00% | – |
| Q2 2022 | $23,000 | -39.5% | 775 | -27.6% | 0.00% | – |
| Q1 2022 | $38,000 | +171.4% | 1,070 | +179.4% | 0.00% | – |
| Q4 2021 | $14,000 | – | 383 | +19050.0% | 0.00% | – |
| Q3 2021 | $0 | – | 2 | +100.0% | 0.00% | – |
| Q2 2021 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 1 | -99.0% | 0.00% | – |
| Q2 2020 | $2,000 | -33.3% | 99 | -49.7% | 0.00% | – |
| Q1 2020 | $3,000 | -25.0% | 197 | +34.0% | 0.00% | – |
| Q4 2019 | $4,000 | 0.0% | 147 | -17.9% | 0.00% | – |
| Q3 2019 | $4,000 | -99.9% | 179 | -99.9% | 0.00% | -100.0% |
| Q2 2019 | $4,894,000 | +9.0% | 187,790 | +10.1% | 0.00% | 0.0% |
| Q1 2019 | $4,491,000 | +6.0% | 170,543 | -0.2% | 0.00% | 0.0% |
| Q4 2018 | $4,238,000 | -73.3% | 170,875 | -74.1% | 0.00% | -50.0% |
| Q3 2018 | $15,886,000 | +44.6% | 658,882 | +67.0% | 0.00% | +100.0% |
| Q4 2017 | $10,985,000 | +2951.4% | 394,575 | +2660.8% | 0.00% | – |
| Q3 2017 | $360,000 | -98.4% | 14,292 | -98.7% | 0.00% | -100.0% |
| Q3 2015 | $22,020,000 | -30.2% | 1,105,400 | -24.0% | 0.00% | -25.0% |
| Q2 2015 | $31,534,000 | +39.5% | 1,455,200 | +46.8% | 0.00% | +33.3% |
| Q1 2015 | $22,605,000 | +534.4% | 991,401 | +513.5% | 0.00% | – |
| Q4 2014 | $3,563,000 | -32.8% | 161,603 | -33.2% | 0.00% | -100.0% |
| Q3 2014 | $5,304,000 | -68.7% | 242,100 | -67.9% | 0.00% | -50.0% |
| Q2 2014 | $16,956,000 | +333.7% | 754,600 | +266.0% | 0.00% | +100.0% |
| Q1 2014 | $3,910,000 | +27.6% | 206,200 | +17.4% | 0.00% | – |
| Q4 2013 | $3,064,000 | +90.1% | 175,700 | +67.0% | 0.00% | – |
| Q3 2013 | $1,612,000 | -56.8% | 105,200 | -54.4% | 0.00% | -100.0% |
| Q2 2013 | $3,730,000 | – | 230,800 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 966,801 | $19,529,000 | 5.11% |
| Meditor Group Ltd | 670,000 | $13,534,000 | 3.34% |
| Barry Investment Advisors, LLC | 461,931 | $9,331,000 | 3.26% |
| Bedell Frazier Investment Counselling, LLC | 255,510 | $5,161,000 | 2.03% |
| GLOBEFLEX CAPITAL L P | 388,754 | $7,853,000 | 1.96% |
| Migdal Insurance & Financial Holdings Ltd. | 3,585,369 | $72,424,000 | 1.84% |
| CUMBERLAND ADVISORS INC | 91,320 | $1,845,000 | 1.32% |
| One Capital Management, LLC | 172,571 | $3,486,000 | 1.11% |
| CAUSEWAY CAPITAL MANAGEMENT LLC | 2,963,297 | $59,859,000 | 1.05% |
| Richard Bernstein Advisors LLC | 536,100 | $10,829,000 | 0.91% |