WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 174 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is 1.29 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,205,000 | +8.3% | 168,950 | +3.8% | 0.48% | -2.6% |
| Q3 2019 | $3,882,000 | -4.1% | 162,766 | +4.8% | 0.50% | -7.3% |
| Q2 2019 | $4,048,000 | +1.3% | 155,328 | +2.4% | 0.54% | -3.1% |
| Q1 2019 | $3,995,000 | +9.4% | 151,722 | +3.0% | 0.55% | -3.3% |
| Q4 2018 | $3,652,000 | +7.7% | 147,247 | +4.7% | 0.57% | +13.1% |
| Q3 2018 | $3,390,000 | -4.0% | 140,605 | +0.2% | 0.50% | -7.3% |
| Q2 2018 | $3,532,000 | -2.5% | 140,315 | +1.6% | 0.54% | -7.5% |
| Q1 2018 | $3,622,000 | -4.9% | 138,131 | +1.0% | 0.59% | -2.2% |
| Q4 2017 | $3,809,000 | – | 136,815 | – | 0.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meditor Group Ltd | 60,700 | $2,488,700 | 3.11% |
| Leibman Financial Services, Inc. | 77,773 | $3,188,677 | 2.65% |
| Lowe Wealth Advisors, LLC | 18,850 | $772,850 | 0.38% |
| Harbour Capital Advisors, LLC | 13,263 | $543,252 | 0.15% |
| Westwind Capital | 10,190 | $418 | 0.11% |
| BALDWIN BROTHERS LLC/MA | 5,388 | $220,908 | 0.02% |
| Diversified Trust Co | 8,560 | $350,960 | 0.01% |
| Bartlett & Co. LLC | 4,100 | $169 | 0.00% |