Windhaven Investment Management, Inc. - WISDOMTREE TR ownership

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WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 169 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is 5.27 and the average weighting 0.5%.

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Quarter-by-quarter ownership
Windhaven Investment Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2015$188,340,000
-6.0%
8,260,514
-9.1%
1.24%
-2.9%
Q4 2014$200,309,000
-11.5%
9,084,309
-12.0%
1.27%
-3.5%
Q3 2014$226,226,000
-5.4%
10,325,239
-3.8%
1.32%
+0.6%
Q2 2014$239,117,000–10,727,540–1.31%–
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Other shareholders
WISDOMTREE TR shareholders Q3 2014
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