WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 169 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 1.45 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $290,404 | +5.6% | 7,900 | 0.0% | 0.00% | – |
| Q2 2023 | $274,920 | +10.3% | 7,900 | 0.0% | 0.00% | – |
| Q1 2023 | $249,166 | -3.2% | 7,900 | 0.0% | 0.00% | – |
| Q4 2022 | $257,461 | +4.7% | 7,900 | -2.1% | 0.00% | – |
| Q3 2022 | $246,000 | +2.9% | 8,069 | 0.0% | 0.00% | – |
| Q2 2022 | $239,000 | -15.8% | 8,069 | +2.1% | 0.00% | – |
| Q1 2022 | $284,000 | -1.4% | 7,900 | 0.0% | 0.00% | – |
| Q4 2021 | $288,000 | -2.4% | 7,900 | 0.0% | 0.00% | – |
| Q3 2021 | $295,000 | -9.8% | 7,900 | -18.2% | 0.00% | – |
| Q2 2021 | $327,000 | -39.7% | 9,652 | -43.9% | 0.00% | – |
| Q1 2021 | $542,000 | +7.1% | 17,217 | -0.4% | 0.00% | – |
| Q4 2020 | $506,000 | +129.0% | 17,294 | +84.7% | 0.00% | – |
| Q3 2020 | $221,000 | +2.3% | 9,364 | -13.4% | 0.00% | – |
| Q2 2020 | $216,000 | -88.4% | 10,808 | -90.6% | 0.00% | -100.0% |
| Q1 2020 | $1,864,000 | +180.7% | 115,024 | +331.2% | 0.00% | – |
| Q4 2019 | $664,000 | +3.8% | 26,677 | -0.6% | 0.00% | – |
| Q3 2019 | $640,000 | -8.4% | 26,829 | +0.1% | 0.00% | – |
| Q2 2019 | $699,000 | -1.1% | 26,806 | -0.2% | 0.00% | – |
| Q1 2019 | $707,000 | +4.0% | 26,862 | -2.1% | 0.00% | – |
| Q4 2018 | $680,000 | +0.7% | 27,437 | -2.0% | 0.00% | – |
| Q3 2018 | $675,000 | -90.9% | 27,998 | -90.5% | 0.00% | -100.0% |
| Q2 2018 | $7,388,000 | -3.9% | 293,505 | +0.1% | 0.00% | 0.0% |
| Q1 2018 | $7,686,000 | -5.5% | 293,132 | +0.4% | 0.00% | 0.0% |
| Q4 2017 | $8,132,000 | +12.9% | 292,103 | +2.1% | 0.00% | 0.0% |
| Q3 2017 | $7,200,000 | +2.2% | 286,016 | -0.5% | 0.00% | 0.0% |
| Q2 2017 | $7,044,000 | +1.3% | 287,397 | -0.3% | 0.00% | 0.0% |
| Q1 2017 | $6,957,000 | +17.8% | 288,329 | -1.4% | 0.00% | 0.0% |
| Q4 2016 | $5,904,000 | +954.3% | 292,289 | +937.0% | 0.00% | – |
| Q4 2015 | $560,000 | – | 28,185 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meditor Group Ltd | 60,700 | $2,488,700 | 3.11% |
| Leibman Financial Services, Inc. | 77,773 | $3,188,677 | 2.65% |
| Lowe Wealth Advisors, LLC | 18,850 | $772,850 | 0.38% |
| Harbour Capital Advisors, LLC | 13,263 | $543,252 | 0.15% |
| Westwind Capital | 10,190 | $418 | 0.11% |
| BALDWIN BROTHERS LLC/MA | 5,388 | $220,908 | 0.02% |
| Diversified Trust Co | 8,560 | $350,960 | 0.01% |
| Bartlett & Co. LLC | 4,100 | $169 | 0.00% |