Lenox Wealth Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 139 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is 1.50 and the average weighting 0.3%.

Quarter-by-quarter ownership
Lenox Wealth Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2018$20,0000.0%8230.0%0.01%
+16.7%
Q3 2018$20,000
-52.4%
823
-49.6%
0.01%
-57.1%
Q1 2018$42,000
-6.7%
1,6320.0%0.01%0.0%
Q4 2017$45,000
+9.8%
1,6320.0%0.01%0.0%
Q3 2017$41,000
+32.3%
1,632
+30.6%
0.01%
+7.7%
Q2 2017$31,000
+3.3%
1,2500.0%0.01%
-40.9%
Q1 2017$30,000
+20.0%
1,2500.0%0.02%
+15.8%
Q4 2016$25,000
-7.4%
1,2500.0%0.02%
-9.5%
Q3 2016$27,000
+8.0%
1,2500.0%0.02%
+16.7%
Q2 2016$25,000
+4.2%
1,2500.0%0.02%
+5.9%
Q1 2016$24,000
-4.0%
1,2500.0%0.02%
-10.5%
Q4 2015$25,0001,2500.02%
Other shareholders
WISDOMTREE TR shareholders Q1 2016
NameSharesValueWeighting ↓
New Vernon Capital Holdings II LLC 211,153$7,761,9846.73%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 122,499$4,536,0153.93%
Black Swift Group, LLC 267,524$9,834,1823.21%
Whitaker-Myers Wealth Managers, LTD. 138,189$5,079,8283.15%
Meditor Group Ltd 60,700$2,231,3322.89%
Carmel Capital Management L.L.C. 91,655$3,369,2381.91%
Randolph Co Inc 214,785$7,895,4971.27%
Ferguson Shapiro LLC 61,098$2,245,9621.24%
Redhawk Wealth Advisors, Inc. 95,100$3,495,8931.16%
Money Design Co.,Ltd. 473,471$17,4051.06%
View complete list of WISDOMTREE TR shareholders