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 | $52,604 | +5.6% | 1,431 | 0.0% | 0.00% | – |
| Q2 2023 | $49,799 | +44.2% | 1,431 | +30.7% | 0.00% | – |
| Q1 2023 | $34,536 | -3.2% | 1,095 | 0.0% | 0.00% | – |
| Q4 2022 | $35,686 | +3468.6% | 1,095 | +1787.9% | 0.00% | – |
| Q3 2018 | $1,000 | -99.8% | 58 | -99.7% | 0.00% | -100.0% |
| Q1 2018 | $524,000 | -5.9% | 20,000 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $557,000 | +10.7% | 20,000 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $503,000 | +2.7% | 20,000 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $490,000 | +5344.4% | 20,000 | +5305.4% | 0.00% | – |
| Q1 2017 | $9,000 | -35.7% | 370 | -44.4% | 0.00% | – |
| Q3 2016 | $14,000 | +180.0% | 666 | +145.8% | 0.00% | – |
| Q2 2016 | $5,000 | +400.0% | 271 | +266.2% | 0.00% | – |
| Q1 2016 | $1,000 | 0.0% | 74 | 0.0% | 0.00% | – |
| Q4 2015 | $1,000 | 0.0% | 74 | +48.0% | 0.00% | – |
| Q3 2015 | $1,000 | -50.0% | 50 | -50.0% | 0.00% | – |
| Q2 2015 | $2,000 | -60.0% | 100 | -64.3% | 0.00% | – |
| Q2 2013 | $5,000 | – | 280 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New Vernon Capital Holdings II LLC | 211,153 | $7,761,984 | 6.73% |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 122,499 | $4,536,015 | 3.93% |
| Black Swift Group, LLC | 267,524 | $9,834,182 | 3.21% |
| Whitaker-Myers Wealth Managers, LTD. | 138,189 | $5,079,828 | 3.15% |
| Meditor Group Ltd | 60,700 | $2,231,332 | 2.89% |
| Carmel Capital Management L.L.C. | 91,655 | $3,369,238 | 1.91% |
| Randolph Co Inc | 214,785 | $7,895,497 | 1.27% |
| Ferguson Shapiro LLC | 61,098 | $2,245,962 | 1.24% |
| Redhawk Wealth Advisors, Inc. | 95,100 | $3,495,893 | 1.16% |
| Money Design Co.,Ltd. | 473,471 | $17,405 | 1.06% |