ROCKY MOUNTAIN ADVISERS, LLC - 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
ROCKY MOUNTAIN ADVISERS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$20,769
+16.5%
5650.0%0.01%
+11.1%
Q2 2023$17,820
+98900.0%
5650.0%0.01%
-10.0%
Q1 2023$180.0%5650.0%0.01%0.0%
Q4 2022$18
-99.9%
5650.0%0.01%
-54.5%
Q3 2022$17,0000.0%5650.0%0.02%
+4.8%
Q2 2022$17,000
-15.0%
5650.0%0.02%
-4.5%
Q1 2022$20,000
-4.8%
5650.0%0.02%
-8.3%
Q4 2021$21,0000.0%5650.0%0.02%
-7.7%
Q3 2021$21,000
+10.5%
5650.0%0.03%
+8.3%
Q2 2021$19,000
+5.6%
5650.0%0.02%
-7.7%
Q1 2021$18,000
+5.9%
5650.0%0.03%
-7.1%
Q4 2020$17,000
+30.8%
5650.0%0.03%
+12.0%
Q3 2020$13,000
+18.2%
5650.0%0.02%
-7.4%
Q2 2020$11,000
+22.2%
5650.0%0.03%
+8.0%
Q1 2020$9,000
-35.7%
5650.0%0.02%
-44.4%
Q4 2019$14,000
+7.7%
5650.0%0.04%
+2.3%
Q3 2019$13,000
-13.3%
5650.0%0.04%
-13.7%
Q2 2019$15,0000.0%5650.0%0.05%
-3.8%
Q1 2019$15,000
+7.1%
5650.0%0.05%
-1.9%
Q4 2018$14,0000.0%5650.0%0.05%
+12.5%
Q3 2018$14,0000.0%5650.0%0.05%
-7.7%
Q2 2018$14,000
-6.7%
5650.0%0.05%
-11.9%
Q1 2018$15,000
-6.2%
5650.0%0.06%
-6.3%
Q4 2017$16,000
+14.3%
5650.0%0.06%
+6.8%
Q3 2017$14,0000.0%5650.0%0.06%
-11.9%
Q2 2017$14,0000.0%5650.0%0.07%
+3.1%
Q1 2017$14,000
+27.3%
5650.0%0.06%
+18.2%
Q4 2016$11,000
-8.3%
5650.0%0.06%
-12.7%
Q3 2016$12,000
+9.1%
5650.0%0.06%
+6.8%
Q2 2016$11,0000.0%5650.0%0.06%
-3.3%
Q1 2016$11,0000.0%5650.0%0.06%
-6.2%
Q4 2015$11,0000.0%5650.0%0.06%0.0%
Q3 2015$11,000
-8.3%
5650.0%0.06%
-14.5%
Q2 2015$12,000
-7.7%
5650.0%0.08%
-11.6%
Q1 2015$13,000
+8.3%
5650.0%0.09%
+4.9%
Q4 2014$12,0000.0%5650.0%0.08%
-10.9%
Q3 2014$12,000
-7.7%
5650.0%0.09%
-9.8%
Q2 2014$13,000
+18.2%
5650.0%0.10%
+15.9%
Q1 2014$11,000
+10.0%
5650.0%0.09%
-10.2%
Q4 2013$10,0005650.10%
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