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 | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $275,000 | +1.9% | 14,100 | +3.7% | 0.00% | – |
| Q4 2015 | $270,000 | -39.2% | 13,600 | -39.0% | 0.00% | – |
| Q3 2015 | $444,000 | -95.5% | 22,300 | -95.1% | 0.00% | -100.0% |
| Q2 2015 | $9,866,000 | +52.0% | 455,300 | +59.9% | 0.00% | 0.0% |
| Q1 2015 | $6,491,000 | +6.6% | 284,700 | +3.1% | 0.00% | 0.0% |
| Q4 2014 | $6,088,000 | -5.7% | 276,100 | -6.3% | 0.00% | 0.0% |
| Q3 2014 | $6,455,000 | +2988.5% | 294,600 | +2578.2% | 0.00% | – |
| Q1 2014 | $209,000 | -99.6% | 11,000 | -99.6% | 0.00% | -100.0% |
| Q4 2013 | $54,629,000 | +22950.2% | 2,821,550 | +18103.5% | 0.00% | – |
| Q3 2013 | $237,000 | -4.0% | 15,500 | +1.3% | 0.00% | – |
| Q2 2013 | $247,000 | – | 15,300 | – | 0.00% | – |
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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% |