VALLEY WEALTH MANAGERS, INC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 137 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 12.82 and the average weighting 0.2%.

Quarter-by-quarter ownership
VALLEY WEALTH MANAGERS, INC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$263,000
-2.2%
7,2050.0%0.02%
-8.7%
Q3 2021$269,000
+10.2%
7,2050.0%0.02%
+9.5%
Q2 2021$244,000
+7.5%
7,2050.0%0.02%
+5.0%
Q1 2021$227,000
+8.1%
7,2050.0%0.02%
-4.8%
Q4 2020$210,000
-63.3%
7,205
-70.3%
0.02%
-66.7%
Q3 2020$572,000
+9.0%
24,224
-7.6%
0.06%
+6.8%
Q2 2020$525,000
+23.5%
26,2240.0%0.06%
+7.3%
Q1 2020$425,000
-34.9%
26,2240.0%0.06%
-15.4%
Q4 2019$653,000
-9.4%
26,224
-13.2%
0.06%
-15.6%
Q3 2019$721,000
-13.2%
30,224
-5.2%
0.08%
-12.5%
Q2 2019$831,000
-18.0%
31,884
-17.1%
0.09%
-20.0%
Q1 2019$1,013,00038,4840.11%
Other shareholders
WISDOMTREE TR shareholders Q4 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