WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 125 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is 6.38 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,130,726 | -3.1% | 221,159 | -8.3% | 0.00% | 0.0% |
| Q2 2023 | $8,392,440 | +16.1% | 241,158 | +5.2% | 0.00% | +50.0% |
| Q1 2023 | $7,229,454 | -2.2% | 229,215 | +1.1% | 0.00% | -33.3% |
| Q4 2022 | $7,391,000 | +19.9% | 226,747 | +12.3% | 0.00% | +50.0% |
| Q3 2022 | $6,166,000 | -73.9% | 201,878 | -74.7% | 0.00% | -75.0% |
| Q2 2022 | $23,622,000 | +2.5% | 796,408 | +24.5% | 0.01% | +14.3% |
| Q1 2022 | $23,039,000 | -18.2% | 639,524 | -17.2% | 0.01% | -12.5% |
| Q4 2021 | $28,181,000 | +21.0% | 772,236 | +24.0% | 0.01% | +14.3% |
| Q3 2021 | $23,289,000 | +86.6% | 622,709 | +68.9% | 0.01% | +75.0% |
| Q2 2021 | $12,480,000 | +128.0% | 368,598 | +112.3% | 0.00% | +100.0% |
| Q1 2021 | $5,473,000 | +103.5% | 173,629 | +88.6% | 0.00% | +100.0% |
| Q4 2020 | $2,690,000 | +123.6% | 92,043 | +80.5% | 0.00% | – |
| Q3 2020 | $1,203,000 | -40.6% | 51,001 | -49.5% | 0.00% | -100.0% |
| Q2 2020 | $2,024,000 | +89.0% | 101,071 | +52.5% | 0.00% | 0.0% |
| Q1 2020 | $1,071,000 | -90.5% | 66,282 | -85.3% | 0.00% | -80.0% |
| Q4 2019 | $11,230,000 | -35.8% | 451,197 | -38.5% | 0.01% | -37.5% |
| Q3 2019 | $17,486,000 | -39.6% | 733,283 | -34.0% | 0.01% | -38.5% |
| Q2 2019 | $28,943,000 | +1.1% | 1,110,603 | +2.0% | 0.01% | 0.0% |
| Q1 2019 | $28,641,000 | +6.9% | 1,088,396 | +0.8% | 0.01% | 0.0% |
| Q4 2018 | $26,791,000 | +5.5% | 1,080,263 | +2.6% | 0.01% | +44.4% |
| Q3 2018 | $25,395,000 | +20.3% | 1,053,341 | +25.7% | 0.01% | 0.0% |
| Q2 2018 | $21,102,000 | +3.2% | 838,290 | +7.5% | 0.01% | 0.0% |
| Q1 2018 | $20,448,000 | +75.3% | 779,831 | +86.1% | 0.01% | +80.0% |
| Q4 2017 | $11,664,000 | +361.9% | 418,943 | +317.4% | 0.01% | +400.0% |
| Q3 2017 | $2,525,000 | +26.5% | 100,381 | +23.2% | 0.00% | 0.0% |
| Q2 2017 | $1,996,000 | +53.2% | 81,453 | +50.8% | 0.00% | 0.0% |
| Q1 2017 | $1,303,000 | -1.0% | 54,001 | -17.1% | 0.00% | 0.0% |
| Q4 2016 | $1,316,000 | -50.6% | 65,119 | -47.1% | 0.00% | 0.0% |
| Q3 2016 | $2,662,000 | +14.1% | 123,118 | +6.5% | 0.00% | 0.0% |
| Q2 2016 | $2,334,000 | -85.4% | 115,637 | -85.9% | 0.00% | -90.0% |
| Q1 2016 | $15,992,000 | +653.6% | 819,686 | +667.2% | 0.01% | +900.0% |
| Q4 2015 | $2,122,000 | +9.4% | 106,839 | +9.7% | 0.00% | 0.0% |
| Q3 2015 | $1,940,000 | -33.8% | 97,413 | -28.0% | 0.00% | -50.0% |
| Q2 2015 | $2,931,000 | -5.6% | 135,249 | -0.7% | 0.00% | 0.0% |
| Q1 2015 | $3,105,000 | +3.5% | 136,164 | +0.1% | 0.00% | 0.0% |
| Q4 2014 | $3,000,000 | -22.9% | 136,071 | -23.4% | 0.00% | 0.0% |
| Q3 2014 | $3,891,000 | +0.9% | 177,591 | +3.4% | 0.00% | 0.0% |
| Q2 2014 | $3,858,000 | +21.1% | 171,694 | +2.2% | 0.00% | 0.0% |
| Q1 2014 | $3,185,000 | +9.4% | 167,961 | +0.1% | 0.00% | 0.0% |
| Q4 2013 | $2,911,000 | -2.3% | 167,713 | -13.8% | 0.00% | 0.0% |
| Q3 2013 | $2,981,000 | -2.0% | 194,633 | +3.4% | 0.00% | 0.0% |
| Q2 2013 | $3,042,000 | – | 188,255 | – | 0.00% | – |
Download | ||||||
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% |