WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 131 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $96,311 | +972.7% | 2,620 | +915.5% | 0.00% | – |
| Q2 2023 | $8,978 | +789.8% | 258 | +706.2% | 0.00% | – |
| Q1 2023 | $1,009 | -96.1% | 32 | -98.0% | 0.00% | – |
| Q1 2020 | $26,000 | -36.6% | 1,600 | -1.3% | 0.00% | – |
| Q4 2019 | $41,000 | -54.9% | 1,621 | -57.6% | 0.00% | – |
| Q3 2019 | $91,000 | -24.2% | 3,822 | -16.9% | 0.00% | – |
| Q2 2019 | $120,000 | +18.8% | 4,600 | +20.4% | 0.00% | – |
| Q1 2019 | $101,000 | +6.3% | 3,822 | 0.0% | 0.00% | – |
| Q4 2018 | $95,000 | -15.2% | 3,822 | -17.9% | 0.00% | – |
| Q3 2018 | $112,000 | +0.9% | 4,658 | +5.4% | 0.00% | – |
| Q2 2018 | $111,000 | -74.2% | 4,418 | -73.1% | 0.00% | – |
| Q1 2018 | $431,000 | +7.5% | 16,429 | +14.0% | 0.00% | – |
| Q4 2017 | $401,000 | +10.2% | 14,413 | 0.0% | 0.00% | – |
| Q3 2017 | $364,000 | +10.3% | 14,413 | +6.8% | 0.00% | – |
| Q2 2017 | $330,000 | +8.2% | 13,490 | +7.1% | 0.00% | – |
| Q1 2017 | $305,000 | +30.9% | 12,590 | +8.6% | 0.00% | – |
| Q4 2016 | $233,000 | -49.6% | 11,590 | -45.6% | 0.00% | -100.0% |
| Q3 2016 | $462,000 | +2.2% | 21,323 | -4.8% | 0.00% | 0.0% |
| Q2 2016 | $452,000 | +7.4% | 22,396 | +3.5% | 0.00% | – |
| Q1 2016 | $421,000 | -3.2% | 21,629 | -1.3% | 0.00% | -100.0% |
| Q4 2015 | $435,000 | -4.4% | 21,919 | -4.0% | 0.00% | 0.0% |
| Q3 2015 | $455,000 | -9.4% | 22,844 | -1.4% | 0.00% | 0.0% |
| Q2 2015 | $502,000 | +38.7% | 23,169 | +46.0% | 0.00% | – |
| Q1 2015 | $362,000 | +35.6% | 15,873 | +31.5% | 0.00% | – |
| Q4 2014 | $267,000 | +34.8% | 12,074 | +33.7% | 0.00% | – |
| Q3 2014 | $198,000 | -2.9% | 9,029 | 0.0% | 0.00% | – |
| Q2 2014 | $204,000 | +19.3% | 9,029 | 0.0% | 0.00% | – |
| Q1 2014 | $171,000 | -0.6% | 9,029 | -8.9% | 0.00% | – |
| Q4 2013 | $172,000 | +13.2% | 9,914 | 0.0% | 0.00% | – |
| Q3 2013 | $152,000 | +850.0% | 9,914 | +928.4% | 0.00% | – |
| Q2 2013 | $16,000 | – | 964 | – | 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% |