WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 182 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 1.59 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $624,222 | +28.2% | 16,981 | +21.3% | 0.00% | 0.0% |
| Q2 2023 | $487,096 | +11.5% | 13,997 | +1.1% | 0.00% | 0.0% |
| Q1 2023 | $436,734 | -2.5% | 13,847 | +0.7% | 0.00% | 0.0% |
| Q4 2022 | $448,015 | +6.7% | 13,747 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $420,000 | -15.5% | 13,747 | -17.9% | 0.00% | 0.0% |
| Q2 2022 | $497,000 | -17.6% | 16,747 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $603,000 | -1.3% | 16,747 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $611,000 | -2.4% | 16,747 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $626,000 | +12.4% | 16,747 | +1.8% | 0.00% | 0.0% |
| Q2 2021 | $557,000 | +3.7% | 16,447 | -3.5% | 0.00% | 0.0% |
| Q1 2021 | $537,000 | +1.9% | 17,047 | -5.5% | 0.00% | 0.0% |
| Q4 2020 | $527,000 | +23.7% | 18,047 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $426,000 | -8.4% | 18,047 | -22.2% | 0.00% | 0.0% |
| Q2 2020 | $465,000 | -20.2% | 23,197 | -35.6% | 0.00% | -50.0% |
| Q1 2020 | $583,000 | -48.4% | 35,997 | -20.6% | 0.00% | -33.3% |
| Q4 2019 | $1,129,000 | +5.4% | 45,342 | +1.0% | 0.01% | 0.0% |
| Q3 2019 | $1,071,000 | -13.5% | 44,892 | -5.5% | 0.01% | -14.3% |
| Q2 2019 | $1,238,000 | +11.4% | 47,492 | +12.6% | 0.01% | 0.0% |
| Q1 2019 | $1,111,000 | +6.9% | 42,192 | +0.7% | 0.01% | -12.5% |
| Q4 2018 | $1,039,000 | +0.8% | 41,892 | -2.0% | 0.01% | +33.3% |
| Q3 2018 | $1,031,000 | -1.5% | 42,757 | +2.8% | 0.01% | -14.3% |
| Q2 2018 | $1,047,000 | +41.1% | 41,592 | +47.0% | 0.01% | +40.0% |
| Q1 2018 | $742,000 | -8.7% | 28,295 | -3.1% | 0.01% | -16.7% |
| Q4 2017 | $813,000 | +16.6% | 29,190 | +5.4% | 0.01% | +20.0% |
| Q3 2017 | $697,000 | +4.5% | 27,701 | +1.8% | 0.01% | 0.0% |
| Q2 2017 | $667,000 | +41.9% | 27,201 | +15.0% | 0.01% | +25.0% |
| Q4 2015 | $470,000 | -14.2% | 23,650 | -14.0% | 0.00% | -20.0% |
| Q3 2015 | $548,000 | -99.7% | 27,511 | -99.7% | 0.01% | -98.4% |
| Q2 2015 | $215,090,000 | +46.8% | 9,925,706 | +54.5% | 0.32% | +42.5% |
| Q1 2015 | $146,494,000 | +19.5% | 6,425,220 | +15.6% | 0.23% | +14.1% |
| Q4 2014 | $122,583,000 | +2187.0% | 5,559,352 | +2172.3% | 0.20% | +2100.0% |
| Q3 2014 | $5,360,000 | +28.2% | 244,656 | +31.5% | 0.01% | +28.6% |
| Q2 2014 | $4,181,000 | -17.4% | 186,085 | -30.3% | 0.01% | -12.5% |
| Q1 2014 | $5,060,000 | +228.1% | 266,900 | +201.9% | 0.01% | +166.7% |
| Q4 2013 | $1,542,000 | – | 88,403 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New Vernon Capital Holdings II LLC | 159,553 | $4,873,000 | 5.08% |
| Meditor Group Ltd | 213,800 | $6,529,000 | 4.34% |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 122,499 | $3,708,000 | 3.60% |
| Carmel Capital Management L.L.C. | 80,905 | $2,471,000 | 1.61% |
| Money Design Co.,Ltd. | 1,155,676 | $17,664,647 | 1.49% |
| Karp Capital Management Corp | 159,752 | $4,879,000 | 0.92% |
| Strategic Wealth Investment Group, LLC | 99,588 | $3,041,000 | 0.87% |
| GSB Wealth Management, LLC | 65,674 | $2,006,000 | 0.73% |
| Viewpoint Capital Management LLC | 23,972 | $732,000 | 0.72% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1,506,319 | $46,003,000 | 0.70% |