Evercore Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 163 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
Q2 2024$216,053
+72.8%
4,4750.0%0.00%
-40.0%
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 ↓
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 966,801$23,696,00014.88%
XPONANCE, INC. 615,501$24,180,0006.05%
Barry Investment Advisors, LLC 483,539$11,852,0004.47%
ELEMENT CAPITAL MANAGEMENT LLC 800,000$19,608,0003.97%
GLOBEFLEX CAPITAL L P 470,612$11,535,0002.84%
Bedell Frazier Investment Counselling, LLC 273,400$6,701,0002.44%
Meditor Group Ltd 630,000$15,441,0002.32%
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 3,896,900$95,513,0002.32%
Clal Insurance Enterprises Holdings Ltd 4,498,443$110,257,0002.19%
CALDWELL & ORKIN INC 42,300$1,037,0001.29%
View complete list of WISDOMTREE TR shareholders