Lattice Strategies LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 179 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 2.72 and the average weighting 0.2%.

Quarter-by-quarter ownership
Lattice Strategies LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2018$638,000
+19.5%
25,730
+16.1%
0.55%
+34.1%
Q3 2018$534,000
-6.3%
22,155
-2.2%
0.41%
-7.2%
Q2 2018$570,000
-19.0%
22,655
-15.7%
0.44%
-12.9%
Q1 2018$704,000
-6.3%
26,865
-0.4%
0.51%
-5.9%
Q4 2017$751,000
+9.8%
26,985
-0.7%
0.54%
+5.4%
Q3 2017$684,000
+9.4%
27,185
+6.6%
0.52%
+7.3%
Q2 2017$625,000
+39.5%
25,490
+37.4%
0.48%
+37.1%
Q1 2017$448,000
+52.9%
18,555
+28.1%
0.35%
+46.4%
Q4 2016$293,000
-11.7%
14,485
-5.8%
0.24%
-5.5%
Q3 2016$332,000
+0.9%
15,370
-5.6%
0.25%
-1.6%
Q2 2016$329,000
-52.5%
16,280
-53.4%
0.26%
-53.0%
Q4 2015$693,000
+210.8%
34,910
+212.4%
0.55%
+248.4%
Q3 2015$223,000
-57.0%
11,175
-53.4%
0.16%
-47.7%
Q2 2015$519,000
+143.7%
23,970
+156.2%
0.30%
+152.1%
Q1 2015$213,000
-69.7%
9,355
-70.7%
0.12%
-69.5%
Q4 2014$704,000
-23.9%
31,945
-24.3%
0.39%
-21.2%
Q3 2014$925,000
+6.4%
42,215
+9.2%
0.50%
+10.0%
Q2 2014$869,000
+18.4%
38,665
-0.1%
0.45%
+22.0%
Q1 2014$734,000
+14.3%
38,700
+5.1%
0.37%
+5.4%
Q4 2013$642,000
+3.5%
36,820
-9.1%
0.35%
+4.5%
Q3 2013$620,00040,4900.34%
Other shareholders
WISDOMTREE TR shareholders Q4 2017
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