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 | $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% | – |
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% |