UNITED CAPITAL FINANCIAL ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 139 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is 1.41 and the average weighting 0.2%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2016$1,798,000
-16.7%
89,022
-10.8%
0.02%
-19.0%
Q3 2016$2,158,000
+68.1%
99,829
+55.5%
0.02%
+61.5%
Q2 2016$1,284,000
-42.0%
64,197
-38.0%
0.01%
-51.9%
Q1 2015$2,213,000
-62.6%
103,572
-61.4%
0.03%
-38.6%
Q4 2014$5,920,000
+151.3%
268,464
+149.6%
0.04%
+7.3%
Q3 2014$2,356,000
+43.6%
107,543
+47.2%
0.04%
+36.7%
Q2 2014$1,641,00073,0520.03%
Other shareholders
WISDOMTREE TR shareholders Q4 2016
NameSharesValueWeighting ↓
New Vernon Capital Holdings II LLC 159,553$4,873,0005.08%
Meditor Group Ltd 213,800$6,529,0004.34%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 122,499$3,708,0003.60%
Carmel Capital Management L.L.C. 80,905$2,471,0001.61%
Money Design Co.,Ltd. 1,155,676$17,664,6471.49%
Karp Capital Management Corp 159,752$4,879,0000.92%
Strategic Wealth Investment Group, LLC 99,588$3,041,0000.87%
GSB Wealth Management, LLC 65,674$2,006,0000.73%
Viewpoint Capital Management LLC 23,972$732,0000.72%
DRIEHAUS CAPITAL MANAGEMENT LLC 1,506,319$46,003,0000.70%
View complete list of WISDOMTREE TR shareholders