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 2014 | $2,482,000 | -43.9% | 113,274 | -42.4% | 0.01% | -70.0% |
| Q2 2014 | $4,421,000 | +17.4% | 196,771 | -0.9% | 0.02% | +11.1% |
| Q1 2014 | $3,766,000 | +14.2% | 198,623 | +5.1% | 0.02% | +20.0% |
| Q4 2013 | $3,297,000 | +47.8% | 189,055 | +29.9% | 0.02% | +36.4% |
| Q3 2013 | $2,230,000 | -82.6% | 145,582 | -81.6% | 0.01% | -83.6% |
| Q2 2013 | $12,841,000 | – | 792,647 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meditor Group Ltd | 213,800 | $6,967,742 | 4.71% |
| New Vernon Capital Holdings II LLC | 159,553 | $5,199,832 | 4.19% |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 122,499 | $4,021,922 | 3.80% |
| Carmel Capital Management L.L.C. | 80,905 | $2,636,694 | 1.63% |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 243,900 | $7,948,701 | 1.16% |
| Money Design Co.,Ltd. | 1,032,798 | $33,658 | 1.15% |
| BECK CAPITAL MANAGEMENT, LLC | 79,049 | $2,576,207 | 1.08% |
| GSB Wealth Management, LLC | 68,994 | $2,248,514 | 0.80% |
| Strategic Wealth Investment Group, LLC | 99,713 | $3,336,402 | 0.77% |
| Viewpoint Capital Management LLC | 23,972 | $781,247 | 0.76% |