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 | $12,327,813 | +73.7% | 335,360 | +64.4% | 0.00% | +100.0% |
| Q2 2023 | $7,099,003 | +58.1% | 203,995 | +43.3% | 0.00% | +100.0% |
| Q1 2023 | $4,490,611 | +22.4% | 142,378 | +26.4% | 0.00% | 0.0% |
| Q4 2022 | $3,669,928 | -17.8% | 112,609 | -23.0% | 0.00% | 0.0% |
| Q3 2022 | $4,466,000 | +25.8% | 146,228 | +22.1% | 0.00% | 0.0% |
| Q2 2022 | $3,551,000 | -40.3% | 119,730 | -27.5% | 0.00% | -50.0% |
| Q1 2022 | $5,947,000 | -4.6% | 165,136 | -3.3% | 0.00% | 0.0% |
| Q4 2021 | $6,231,000 | -19.1% | 170,796 | -17.1% | 0.00% | 0.0% |
| Q3 2021 | $7,702,000 | +92.9% | 205,955 | +74.6% | 0.00% | +100.0% |
| Q2 2021 | $3,993,000 | +12.8% | 117,936 | +5.0% | 0.00% | 0.0% |
| Q1 2021 | $3,540,000 | -15.2% | 112,297 | -21.4% | 0.00% | 0.0% |
| Q4 2020 | $4,175,000 | +28.8% | 142,940 | +4.1% | 0.00% | 0.0% |
| Q3 2020 | $3,242,000 | +73.7% | 137,357 | +47.4% | 0.00% | 0.0% |
| Q2 2020 | $1,866,000 | +47.7% | 93,166 | +19.5% | 0.00% | – |
| Q1 2020 | $1,263,000 | -56.7% | 77,940 | -33.5% | 0.00% | -100.0% |
| Q4 2019 | $2,915,000 | -88.0% | 117,121 | -88.5% | 0.00% | -85.7% |
| Q3 2019 | $24,224,000 | +6.5% | 1,015,666 | +16.4% | 0.01% | 0.0% |
| Q2 2019 | $22,743,000 | -4.2% | 872,705 | -3.2% | 0.01% | 0.0% |
| Q1 2019 | $23,740,000 | -5.0% | 901,650 | -10.5% | 0.01% | -12.5% |
| Q4 2018 | $24,979,000 | +18.6% | 1,007,230 | +15.3% | 0.01% | +33.3% |
| Q3 2018 | $21,068,000 | +1.4% | 873,830 | +5.9% | 0.01% | 0.0% |
| Q2 2018 | $20,777,000 | -0.2% | 825,498 | +4.0% | 0.01% | 0.0% |
| Q1 2018 | $20,811,000 | -42.7% | 793,659 | -39.2% | 0.01% | -45.5% |
| Q4 2017 | $36,345,000 | +56.9% | 1,305,491 | +41.9% | 0.01% | +57.1% |
| Q3 2017 | $23,160,000 | +57.6% | 920,147 | -7.9% | 0.01% | +40.0% |
| Q2 2017 | $14,692,000 | +10.0% | 998,709 | +80.5% | 0.01% | +25.0% |
| Q1 2017 | $13,353,000 | +156.9% | 553,379 | +115.1% | 0.00% | +100.0% |
| Q4 2016 | $5,197,000 | -51.3% | 257,262 | -47.9% | 0.00% | -50.0% |
| Q3 2016 | $10,674,000 | +21.1% | 493,757 | +13.1% | 0.00% | +33.3% |
| Q2 2016 | $8,813,000 | +10.9% | 436,475 | +5.4% | 0.00% | 0.0% |
| Q1 2016 | $7,944,000 | -17.1% | 414,286 | -14.1% | 0.00% | -25.0% |
| Q4 2015 | $9,581,000 | -25.8% | 482,391 | -25.6% | 0.00% | -20.0% |
| Q3 2015 | $12,909,000 | -6.7% | 648,062 | +1.5% | 0.01% | 0.0% |
| Q2 2015 | $13,834,000 | -69.4% | 638,352 | -67.8% | 0.01% | -44.4% |
| Q1 2015 | $45,258,000 | +139.5% | 1,984,918 | +131.6% | 0.01% | +28.6% |
| Q4 2014 | $18,896,000 | -34.3% | 856,939 | -34.7% | 0.01% | -41.7% |
| Q3 2014 | $28,774,000 | -6.1% | 1,313,296 | -3.7% | 0.01% | -7.7% |
| Q2 2014 | $30,652,000 | +56.6% | 1,364,131 | +32.1% | 0.01% | +62.5% |
| Q1 2014 | $19,573,000 | -10.6% | 1,032,352 | -17.8% | 0.01% | -11.1% |
| Q4 2013 | $21,893,000 | -7.3% | 1,255,345 | -18.6% | 0.01% | -18.2% |
| Q3 2013 | $23,616,000 | -37.7% | 1,541,454 | -34.1% | 0.01% | -45.0% |
| Q2 2013 | $37,883,000 | – | 2,338,374 | – | 0.02% | – |
Download | ||||||
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% |