WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 173 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 1.49 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $545,260 | +7.3% | 14,402 | -1.4% | 0.00% | – |
| Q2 2023 | $508,153 | +4.4% | 14,600 | +0.3% | 0.00% | – |
| Q4 2022 | $486,595 | +1.8% | 14,560 | 0.0% | 0.00% | – |
| Q3 2022 | $478,000 | -10.5% | 14,560 | -8.8% | 0.00% | – |
| Q2 2022 | $534,000 | -7.8% | 15,960 | 0.0% | 0.00% | – |
| Q1 2022 | $579,000 | -29.4% | 15,960 | -28.9% | 0.00% | – |
| Q4 2021 | $820,000 | -53.2% | 22,460 | -51.8% | 0.00% | -100.0% |
| Q3 2021 | $1,751,000 | +76.2% | 46,557 | +59.4% | 0.00% | – |
| Q2 2021 | $994,000 | +102.4% | 29,210 | +87.6% | 0.00% | – |
| Q1 2021 | $491,000 | +4.0% | 15,570 | 0.0% | 0.00% | – |
| Q4 2020 | $472,000 | +24.5% | 15,570 | -0.6% | 0.00% | – |
| Q3 2020 | $379,000 | +15.9% | 15,659 | +1.3% | 0.00% | – |
| Q2 2020 | $327,000 | +36.2% | 15,459 | 0.0% | 0.00% | – |
| Q1 2020 | $240,000 | -37.7% | 15,459 | 0.0% | 0.00% | – |
| Q4 2019 | $385,000 | +4.1% | 15,459 | -0.4% | 0.00% | – |
| Q3 2019 | $370,000 | -5.1% | 15,520 | +3.8% | 0.00% | – |
| Q2 2019 | $390,000 | -36.8% | 14,950 | -36.2% | 0.00% | -100.0% |
| Q1 2019 | $617,000 | +146.8% | 23,450 | +132.7% | 0.00% | – |
| Q4 2018 | $250,000 | +2.9% | 10,078 | -0.2% | 0.00% | – |
| Q3 2018 | $243,000 | -5.4% | 10,099 | -1.1% | 0.00% | – |
| Q2 2018 | $257,000 | -3.0% | 10,207 | +1.4% | 0.00% | – |
| Q1 2018 | $265,000 | -5.7% | 10,071 | -0.0% | 0.00% | – |
| Q4 2017 | $281,000 | -72.2% | 10,072 | -74.9% | 0.00% | -100.0% |
| Q3 2017 | $1,009,000 | +305.2% | 40,072 | +294.5% | 0.00% | – |
| Q2 2017 | $249,000 | +0.8% | 10,158 | -0.6% | 0.00% | – |
| Q1 2017 | $247,000 | -0.8% | 10,216 | -16.8% | 0.00% | – |
| Q4 2016 | $249,000 | -99.1% | 12,282 | -99.0% | 0.00% | -100.0% |
| Q3 2016 | $26,319,000 | -30.1% | 1,217,358 | -34.7% | 0.03% | -32.6% |
| Q2 2016 | $37,666,000 | +1001.7% | 1,865,576 | +964.9% | 0.04% | +975.0% |
| Q1 2016 | $3,419,000 | +182.1% | 175,196 | +187.2% | 0.00% | +300.0% |
| Q4 2015 | $1,212,000 | -83.3% | 61,000 | -83.3% | 0.00% | -90.9% |
| Q3 2015 | $7,264,000 | +238.6% | 364,658 | +268.3% | 0.01% | +450.0% |
| Q2 2015 | $2,145,000 | -66.0% | 99,000 | -64.2% | 0.00% | -75.0% |
| Q1 2015 | $6,312,000 | -13.7% | 276,827 | -16.5% | 0.01% | 0.0% |
| Q4 2014 | $7,310,000 | +5.6% | 331,500 | +4.9% | 0.01% | 0.0% |
| Q3 2014 | $6,925,000 | +31377.3% | 316,000 | +31500.0% | 0.01% | – |
| Q2 2014 | $22,000 | -43.6% | 1,000 | -51.7% | 0.00% | – |
| Q1 2014 | $39,000 | -17.0% | 2,070 | -23.9% | 0.00% | – |
| Q4 2013 | $47,000 | +14.6% | 2,720 | 0.0% | 0.00% | – |
| Q3 2013 | $41,000 | +127.8% | 2,720 | +147.3% | 0.00% | – |
| Q2 2013 | $18,000 | – | 1,100 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meditor Group Ltd | 213,800 | $6,967,742 | 4.71% |
| New Vernon Capital Holdings II LLC | 159,553 | $5,199,832 | 4.19% |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 122,499 | $4,021,922 | 3.80% |
| Carmel Capital Management L.L.C. | 80,905 | $2,636,694 | 1.63% |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 243,900 | $7,948,701 | 1.16% |
| Money Design Co.,Ltd. | 1,032,798 | $33,658 | 1.15% |
| BECK CAPITAL MANAGEMENT, LLC | 79,049 | $2,576,207 | 1.08% |
| GSB Wealth Management, LLC | 68,994 | $2,248,514 | 0.80% |
| Strategic Wealth Investment Group, LLC | 99,713 | $3,336,402 | 0.77% |
| Viewpoint Capital Management LLC | 23,972 | $781,247 | 0.76% |