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 | $8,087 | +6.5% | 220 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7,590 | +9.4% | 220 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $6,939 | -3.2% | 220 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7,170 | +2.4% | 220 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | 0.0% | 220 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | -12.5% | 220 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $8,000 | 0.0% | 220 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | 0.0% | 220 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | +14.3% | 220 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | 0.0% | 220 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | +16.7% | 220 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $6,000 | +20.0% | 220 | 0.0% | 0.00% | +100.0% |
| Q3 2020 | $5,000 | +25.0% | 220 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,000 | 0.0% | 220 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -20.0% | 220 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $5,000 | 0.0% | 220 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | -16.7% | 220 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | -60.0% | 220 | -61.4% | 0.00% | -66.7% |
| Q1 2019 | $15,000 | +7.1% | 570 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $14,000 | 0.0% | 570 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $14,000 | 0.0% | 570 | 0.0% | 0.00% | -33.3% |
| Q2 2018 | $14,000 | -6.7% | 570 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $15,000 | -6.2% | 570 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $16,000 | – | 570 | – | 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% |