AVALON CAPITAL MANAGEMENT - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 139 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is 1.41 and the average weighting 0.2%.

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 Q4 2016
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