Evercore Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 162 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is 1.77 and the average weighting 0.3%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2017$125,000
+10.6%
4,4750.0%0.01%
+25.0%
Q3 2017$113,000
+2.7%
4,4750.0%0.00%0.0%
Q2 2017$110,000
+1.9%
4,4750.0%0.00%0.0%
Q1 2017$108,000
+350.0%
4,475
+272.9%
0.00%
+300.0%
Q4 2015$24,0000.0%1,2000.0%0.00%0.0%
Q3 2015$24,000
-11.1%
1,200
-3.4%
0.00%0.0%
Q2 2015$27,0000.0%1,242
+3.5%
0.00%0.0%
Q1 2015$27,000
+3.8%
1,2000.0%0.00%0.0%
Q3 2014$26,000
-3.7%
1,2000.0%0.00%0.0%
Q2 2014$27,0001,2000.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2017
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