JAMES INVESTMENT RESEARCH INC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 8 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
JAMES INVESTMENT RESEARCH INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$294,852
+40.3%
8,021
+32.8%
0.04%
+44.4%
Q2 2023$210,122
+313514.9%
6,038
+183.5%
0.03%
+200.0%
Q1 2023$67
+55.8%
2,130
+60.8%
0.01%
+50.0%
Q4 2022$431,3250.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Meditor Group Ltd 60,700$2,488,7003.11%
Leibman Financial Services, Inc. 77,773$3,188,6772.65%
Lowe Wealth Advisors, LLC 18,850$772,8500.38%
Harbour Capital Advisors, LLC 13,263$543,2520.15%
Westwind Capital 10,190$4180.11%
BALDWIN BROTHERS LLC/MA 5,388$220,9080.02%
Diversified Trust Co 8,560$350,9600.01%
Bartlett & Co. LLC 4,100$1690.00%
View complete list of WISDOMTREE TR shareholders