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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $335,141 | +5.6% | 9,117 | 0.0% | 0.03% | +11.5% |
| Q2 2023 | $317,272 | +10.3% | 9,117 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $287,550 | +96718.2% | 9,117 | 0.0% | 0.03% | -3.7% |
| Q4 2022 | $297 | -99.9% | 9,117 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $278,000 | -4.5% | 9,117 | -7.1% | 0.03% | +3.8% |
| Q2 2022 | $291,000 | -17.6% | 9,812 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $353,000 | -3.8% | 9,812 | -2.5% | 0.03% | +4.0% |
| Q4 2021 | $367,000 | -2.4% | 10,059 | 0.0% | 0.02% | -10.7% |
| Q3 2021 | $376,000 | +10.3% | 10,059 | 0.0% | 0.03% | +7.7% |
| Q2 2021 | $341,000 | +1.8% | 10,059 | -5.3% | 0.03% | -7.1% |
| Q1 2021 | $335,000 | +8.1% | 10,622 | 0.0% | 0.03% | +3.7% |
| Q4 2020 | $310,000 | +18.3% | 10,622 | -4.5% | 0.03% | +3.8% |
| Q3 2020 | $262,000 | +10.5% | 11,122 | -5.9% | 0.03% | 0.0% |
| Q2 2020 | $237,000 | +11.8% | 11,817 | -9.6% | 0.03% | -10.3% |
| Q1 2020 | $212,000 | -93.1% | 13,065 | -89.4% | 0.03% | -90.2% |
| Q4 2019 | $3,061,000 | +4.3% | 122,974 | -0.1% | 0.30% | -10.1% |
| Q3 2019 | $2,936,000 | -15.5% | 123,101 | -7.7% | 0.33% | -14.1% |
| Q2 2019 | $3,476,000 | +5.4% | 133,400 | +6.5% | 0.38% | +1.1% |
| Q1 2019 | $3,297,000 | -14.4% | 125,206 | -19.4% | 0.38% | -27.0% |
| Q4 2018 | $3,851,000 | -16.2% | 155,285 | -18.6% | 0.52% | +6.1% |
| Q3 2018 | $4,598,000 | -7.8% | 190,696 | -3.7% | 0.49% | -17.1% |
| Q2 2018 | $4,985,000 | -9.8% | 198,045 | -6.0% | 0.59% | -11.7% |
| Q1 2018 | $5,525,000 | -5.6% | 210,714 | +3.8% | 0.67% | +6.7% |
| Q4 2017 | $5,852,000 | +15.3% | 202,913 | +0.6% | 0.62% | +1.3% |
| Q3 2017 | $5,077,000 | +3.2% | 201,722 | +0.5% | 0.62% | -4.5% |
| Q2 2017 | $4,920,000 | -45.6% | 200,717 | -46.4% | 0.65% | -49.1% |
| Q1 2017 | $9,036,000 | +154.3% | 374,491 | +112.9% | 1.27% | +148.8% |
| Q4 2016 | $3,553,000 | -65.5% | 175,883 | -63.1% | 0.51% | -70.2% |
| Q3 2016 | $10,308,000 | +80.8% | 476,790 | +68.9% | 1.71% | +67.9% |
| Q2 2016 | $5,701,000 | -6.0% | 282,361 | -9.1% | 1.02% | +6.9% |
| Q1 2016 | $6,062,000 | +17.0% | 310,733 | +19.1% | 0.96% | +17.2% |
| Q4 2015 | $5,182,000 | +11.5% | 260,923 | +11.8% | 0.82% | -8.6% |
| Q3 2015 | $4,648,000 | -11.8% | 233,329 | -4.1% | 0.89% | +6.3% |
| Q2 2015 | $5,271,000 | -29.4% | 243,241 | -25.8% | 0.84% | -29.6% |
| Q1 2015 | $7,471,000 | +20.7% | 327,657 | +16.7% | 1.19% | +35.1% |
| Q4 2014 | $6,189,000 | +0.2% | 280,674 | -0.4% | 0.88% | -4.0% |
| Q3 2014 | $6,176,000 | -25.0% | 281,893 | -23.1% | 0.92% | -18.7% |
| Q2 2014 | $8,235,000 | – | 366,471 | – | 1.13% | – |
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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% |