AVALON CAPITAL MANAGEMENT - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 149 filers reported holding WISDOMTREE TR in Q2 2014. The put-call ratio across all filers is 2.82 and the average weighting 0.6%.

Quarter-by-quarter ownership
AVALON CAPITAL MANAGEMENT ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2017$3,059,000
+211.5%
109,869
+169.9%
2.73%
+301.6%
Q1 2017$982,000
-25.0%
40,705
-32.8%
0.68%
-32.5%
Q3 2016$1,310,000
+55.4%
60,574
+55.7%
1.01%
+30.9%
Q2 2015$843,000
-50.1%
38,910
-47.5%
0.77%
-43.7%
Q1 2015$1,689,000
+72.7%
74,100
+66.0%
1.36%
+67.5%
Q3 2014$978,000
+4.4%
44,646
+7.0%
0.82%
+4.8%
Q2 2014$937,000
+20.7%
41,721
+2.0%
0.78%
+24.1%
Q1 2014$776,00040,9140.63%
Other shareholders
WISDOMTREE TR shareholders Q2 2014
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