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 | $330,840 | +5.6% | 9,000 | 0.0% | 0.01% | +25.0% |
| Q2 2023 | $313,200 | +10.3% | 9,000 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $283,860 | -3.2% | 9,000 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $293,310 | +6.7% | 9,000 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $275,000 | +3.0% | 9,000 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $267,000 | -17.6% | 9,000 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $324,000 | -1.2% | 9,000 | 0.0% | 0.00% | +33.3% |
| Q4 2021 | $328,000 | -2.7% | 9,000 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $337,000 | +10.5% | 9,000 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $305,000 | +7.4% | 9,000 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $284,000 | +8.0% | 9,000 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $263,000 | +24.1% | 9,000 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $212,000 | -5.4% | 9,000 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $224,000 | +4.2% | 9,000 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $215,000 | -8.5% | 9,000 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $235,000 | -0.8% | 9,000 | 0.0% | 0.00% | -20.0% |
| Q1 2019 | $237,000 | +6.3% | 9,000 | 0.0% | 0.01% | -16.7% |
| Q4 2018 | $223,000 | -38.4% | 9,000 | -40.0% | 0.01% | -25.0% |
| Q3 2018 | $362,000 | +10.7% | 15,000 | +15.4% | 0.01% | +14.3% |
| Q2 2018 | $327,000 | -4.1% | 13,000 | 0.0% | 0.01% | -12.5% |
| Q1 2018 | $341,000 | -5.8% | 13,000 | 0.0% | 0.01% | -11.1% |
| Q4 2017 | $362,000 | +14.9% | 13,000 | +4.0% | 0.01% | +12.5% |
| Q3 2017 | $315,000 | +2.9% | 12,500 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $306,000 | – | 12,500 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New Vernon Capital Holdings II LLC | 159,553 | $4,873,000 | 5.08% |
| Meditor Group Ltd | 213,800 | $6,529,000 | 4.34% |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 122,499 | $3,708,000 | 3.60% |
| Carmel Capital Management L.L.C. | 80,905 | $2,471,000 | 1.61% |
| Money Design Co.,Ltd. | 1,155,676 | $17,664,647 | 1.49% |
| Karp Capital Management Corp | 159,752 | $4,879,000 | 0.92% |
| Strategic Wealth Investment Group, LLC | 99,588 | $3,041,000 | 0.87% |
| GSB Wealth Management, LLC | 65,674 | $2,006,000 | 0.73% |
| Viewpoint Capital Management LLC | 23,972 | $732,000 | 0.72% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 1,506,319 | $46,003,000 | 0.70% |