Gradient Investments LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 110 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is 15.16 and the average weighting 0.1%.

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 2020
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