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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $202,000 | -19.8% | 8,425 | -12.9% | 0.01% | -22.2% |
| Q2 2019 | $252,000 | +2.4% | 9,676 | +3.0% | 0.01% | +12.5% |
| Q1 2019 | $246,000 | -2.8% | 9,398 | -8.0% | 0.01% | -20.0% |
| Q4 2018 | $253,000 | -30.1% | 10,218 | -31.8% | 0.01% | -16.7% |
| Q3 2018 | $362,000 | +21.1% | 14,977 | +26.6% | 0.01% | +9.1% |
| Q2 2018 | $299,000 | -4.8% | 11,830 | -1.7% | 0.01% | -8.3% |
| Q1 2018 | $314,000 | -10.3% | 12,037 | -4.0% | 0.01% | -14.3% |
| Q4 2017 | $350,000 | +31.6% | 12,535 | +19.2% | 0.01% | +27.3% |
| Q3 2017 | $266,000 | -0.4% | 10,517 | -2.4% | 0.01% | -8.3% |
| Q2 2017 | $267,000 | +29.6% | 10,774 | +26.8% | 0.01% | +9.1% |
| Q1 2017 | $206,000 | -29.2% | 8,499 | -36.9% | 0.01% | -26.7% |
| Q3 2016 | $291,000 | +38.6% | 13,471 | +27.2% | 0.02% | +25.0% |
| Q2 2016 | $210,000 | -15.0% | 10,594 | -15.3% | 0.01% | -14.3% |
| Q3 2015 | $247,000 | -2.4% | 12,511 | +8.3% | 0.01% | +27.3% |
| Q2 2015 | $253,000 | -81.1% | 11,556 | -80.3% | 0.01% | -87.6% |
| Q1 2015 | $1,339,000 | +0.6% | 58,783 | -2.8% | 0.09% | -8.2% |
| Q4 2014 | $1,331,000 | +2.5% | 60,449 | +1.8% | 0.10% | -5.8% |
| Q3 2014 | $1,299,000 | +436.8% | 59,400 | +443.4% | 0.10% | +472.2% |
| Q2 2014 | $242,000 | – | 10,932 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meditor Group Ltd | 60,700 | $2,488,700 | 3.11% |
| Leibman Financial Services, Inc. | 77,773 | $3,188,677 | 2.65% |
| Lowe Wealth Advisors, LLC | 18,850 | $772,850 | 0.38% |
| Harbour Capital Advisors, LLC | 13,263 | $543,252 | 0.15% |
| Westwind Capital | 10,190 | $418 | 0.11% |
| BALDWIN BROTHERS LLC/MA | 5,388 | $220,908 | 0.02% |
| Diversified Trust Co | 8,560 | $350,960 | 0.01% |
| Bartlett & Co. LLC | 4,100 | $169 | 0.00% |