Freedom Investment Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 163 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is 3.65 and the average weighting 0.2%.

Quarter-by-quarter ownership
Freedom Investment Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2020$210,000
-26.6%
7,181
-38.0%
0.02%
-8.0%
Q1 2020$286,000
-0.7%
11,586
-0.0%
0.02%0.0%
Q4 2019$288,000
-4.3%
11,591
-8.3%
0.02%
-3.8%
Q3 2019$301,000
-11.5%
12,634
-3.3%
0.03%
-7.1%
Q2 2019$340,000
-6.8%
13,061
-5.7%
0.03%
-3.4%
Q1 2019$365,000
-0.3%
13,846
-6.2%
0.03%
+3.6%
Q4 2018$366,000
-15.3%
14,758
-10.9%
0.03%
+3.7%
Q3 2018$432,000
+58.2%
16,569
+52.7%
0.03%
+68.8%
Q2 2018$273,000
-60.2%
10,850
-58.5%
0.02%
-54.3%
Q1 2018$686,000
+106.0%
26,159
+118.8%
0.04%
+105.9%
Q4 2017$333,000
+7.8%
11,953
-2.6%
0.02%0.0%
Q3 2017$309,000
-33.3%
12,271
-35.0%
0.02%
-34.6%
Q2 2017$463,000
-27.4%
18,876
-28.6%
0.03%
-29.7%
Q1 2017$638,000
+205.3%
26,430
+154.9%
0.04%
+184.6%
Q4 2016$209,000
-53.8%
10,367
-50.4%
0.01%
-55.2%
Q3 2016$452,000
+21.2%
20,892
+13.1%
0.03%
+16.0%
Q2 2016$373,000
-11.4%
18,478
-14.3%
0.02%
-16.7%
Q1 2016$421,000
-0.9%
21,564
+0.8%
0.03%
-6.2%
Q4 2015$425,000
-66.7%
21,383
-27.5%
0.03%
-75.4%
Q3 2015$1,277,000
+47.8%
29,494
-26.1%
0.13%
+46.1%
Q2 2015$864,000
+6.7%
39,885
+12.3%
0.09%0.0%
Q1 2015$810,000
+57.0%
35,524
+51.9%
0.09%
+32.8%
Q4 2014$516,000
+112.3%
23,389
+110.6%
0.07%
+55.8%
Q3 2014$243,000
+15.2%
11,105
+18.1%
0.04%
+22.9%
Q2 2014$211,0009,4050.04%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
NameSharesValueWeighting ↓
New Vernon Capital Holdings II LLC 159,553$4,873,0005.08%
Meditor Group Ltd 213,800$6,529,0004.34%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 122,499$3,708,0003.60%
Carmel Capital Management L.L.C. 80,905$2,471,0001.61%
Money Design Co.,Ltd. 1,155,676$17,664,6471.49%
Karp Capital Management Corp 159,752$4,879,0000.92%
Strategic Wealth Investment Group, LLC 99,588$3,041,0000.87%
GSB Wealth Management, LLC 65,674$2,006,0000.73%
Viewpoint Capital Management LLC 23,972$732,0000.72%
DRIEHAUS CAPITAL MANAGEMENT LLC 1,506,319$46,003,0000.70%
View complete list of WISDOMTREE TR shareholders