VALLEY WEALTH MANAGERS, INC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 134 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.1%.

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 Q1 2022
NameSharesValueWeighting ↓
Glovista Investments LLC 3,969,215$77,439,00012.88%
GLOBEFLEX CAPITAL L P 480,383$9,372,0002.51%
683 Capital Management, LLC 665,000$12,974,0002.31%
683 Capital Management, LLC 665,000$12,974,0002.31%
CAUSEWAY CAPITAL MANAGEMENT LLC 4,955,500$96,682,0002.23%
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 502,764$9,809,0002.19%
Verity Asset Management, Inc. 81,406$1,588,0001.80%
TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD 175,000$3,414,0001.75%
OTA Financial Group L.P. 37,035$722,0001.25%
National Mutual Insurance Federation of Agricultural Cooperatives 1,407,000$27,450,0001.07%
View complete list of WISDOMTREE TR shareholders