KELLY LAWRENCE W & ASSOCIATES INC/CA - WISDOMTREE TR ownership

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WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 122 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is 7.23 and the average weighting 0.1%.

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Quarter-by-quarter ownership
KELLY LAWRENCE W & ASSOCIATES INC/CA ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$8,087
+6.5%
2200.0%0.00%0.0%
Q2 2023$7,590
+9.4%
2200.0%0.00%0.0%
Q1 2023$6,939
-3.2%
2200.0%0.00%0.0%
Q4 2022$7,170
+2.4%
2200.0%0.00%0.0%
Q3 2022$7,0000.0%2200.0%0.00%0.0%
Q2 2022$7,000
-12.5%
2200.0%0.00%0.0%
Q1 2022$8,0000.0%2200.0%0.00%0.0%
Q4 2021$8,0000.0%2200.0%0.00%0.0%
Q3 2021$8,000
+14.3%
2200.0%0.00%0.0%
Q2 2021$7,0000.0%2200.0%0.00%0.0%
Q1 2021$7,000
+16.7%
2200.0%0.00%0.0%
Q4 2020$6,000
+20.0%
2200.0%0.00%
+100.0%
Q3 2020$5,000
+25.0%
2200.0%0.00%0.0%
Q2 2020$4,0000.0%2200.0%0.00%0.0%
Q1 2020$4,000
-20.0%
2200.0%0.00%0.0%
Q4 2019$5,0000.0%2200.0%0.00%0.0%
Q3 2019$5,000
-16.7%
2200.0%0.00%0.0%
Q2 2019$6,000
-60.0%
220
-61.4%
0.00%
-66.7%
Q1 2019$15,000
+7.1%
5700.0%0.00%0.0%
Q4 2018$14,0000.0%5700.0%0.00%
+50.0%
Q3 2018$14,0000.0%5700.0%0.00%
-33.3%
Q2 2018$14,000
-6.7%
5700.0%0.00%0.0%
Q1 2018$15,000
-6.2%
5700.0%0.00%0.0%
Q4 2017$16,000–570–0.00%–
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Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 453,987$9,093,0003.22%
ING GROEP NV 2,195,958$43,985,0001.89%
Strategic Wealth Investment Group, LLC 93,240$1,868,0001.83%
Meditor Group Ltd 400,000$8,012,0001.68%
Money Design Co.,Ltd. 540,013$10,816,0001.54%
GLOBEFLEX CAPITAL L P 244,365$4,895,0001.24%
DRIEHAUS CAPITAL MANAGEMENT LLC 1,649,988$33,049,0000.80%
Millburn Ridgefield Corp 405,451$8,121,0000.54%
Lowe Wealth Advisors, LLC 35,825$718,0000.42%
Catalyst Capital Advisors LLC 405,317$8,119,0000.42%
View complete list of WISDOMTREE TR shareholders