Jacobus Wealth Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 116 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is 5.19 and the average weighting 0.2%.

Quarter-by-quarter ownership
Jacobus Wealth Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2016$216,000
+3.3%
10,7050.0%0.07%
+8.2%
Q1 2016$209,000
-1.9%
10,7050.0%0.06%0.0%
Q4 2015$213,000
-28.0%
10,705
-28.0%
0.06%
-29.1%
Q3 2015$296,000
-8.1%
14,8600.0%0.09%
+7.5%
Q2 2015$322,000
-5.0%
14,8600.0%0.08%
-9.1%
Q1 2015$339,000
+43.6%
14,860
+38.8%
0.09%
+44.3%
Q4 2014$236,000
+0.4%
10,7050.0%0.06%
-6.2%
Q3 2014$235,000
-2.5%
10,7050.0%0.06%
+4.8%
Q2 2014$241,000
-38.2%
10,705
-50.0%
0.06%
-34.7%
Q1 2014$390,000
+108.6%
21,410
+100.0%
0.10%
+75.9%
Q4 2013$187,000
+14.0%
10,7050.0%0.05%
-5.3%
Q3 2013$164,000
-5.2%
10,7050.0%0.06%
-9.5%
Q2 2013$173,00010,7050.06%
Other shareholders
WISDOMTREE TR shareholders Q4 2013
NameSharesValueWeighting ↓
Meditor Group Ltd 60,700$2,488,7003.11%
Leibman Financial Services, Inc. 77,773$3,188,6772.65%
Lowe Wealth Advisors, LLC 18,850$772,8500.38%
Harbour Capital Advisors, LLC 13,263$543,2520.15%
Westwind Capital 10,190$4180.11%
BALDWIN BROTHERS LLC/MA 5,388$220,9080.02%
Diversified Trust Co 8,560$350,9600.01%
Bartlett & Co. LLC 4,100$1690.00%
View complete list of WISDOMTREE TR shareholders