Gradient Investments LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 174 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is 1.29 and the average weighting 0.2%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2021$3,000
+50.0%
950.0%0.00%
Q4 2020$2,0000.0%950.0%0.00%
Q3 2020$2,0000.0%950.0%0.00%
Q2 2020$2,0000.0%950.0%0.00%
Q1 2020$2,0000.0%950.0%0.00%
Q4 2019$2,0000.0%950.0%0.00%
Q3 2019$2,0000.0%950.0%0.00%
Q2 2019$2,000
-33.3%
950.0%0.00%
Q1 2019$3,000
+50.0%
950.0%0.00%
Q4 2018$2,0000.0%950.0%0.00%
Q3 2018$2,0000.0%950.0%0.00%
Q2 2018$2,0000.0%950.0%0.00%
Q1 2018$2,000
-33.3%
950.0%0.00%
Q4 2017$3,000
+50.0%
950.0%0.00%
Q2 2017$2,0000.0%950.0%0.00%
Q1 2017$2,0000.0%950.0%0.00%
Q4 2016$2,0000.0%950.0%0.00%
Q3 2016$2,0000.0%950.0%0.00%
Q2 2016$2,000
-60.0%
95
-59.4%
0.00%
-100.0%
Q1 2016$5,000
-96.1%
234
-96.3%
0.00%
-94.1%
Q4 2015$127,0006,3980.02%
Other shareholders
WISDOMTREE TR shareholders Q3 2018
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