Edge Wealth Management 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
Edge Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$36,000
-2.7%
1,0000.0%0.01%0.0%
Q3 2021$37,000
+8.8%
1,0000.0%0.01%0.0%
Q2 2021$34,000
+6.2%
1,0000.0%0.01%0.0%
Q1 2021$32,000
+10.3%
1,0000.0%0.01%0.0%
Q4 2020$29,000
+20.8%
1,0000.0%0.01%
+16.7%
Q3 2020$24,000
-66.7%
1,000
-72.2%
0.01%
-57.1%
Q2 2020$72,000
+24.1%
3,6000.0%0.01%
+7.7%
Q1 2020$58,000
-35.6%
3,6000.0%0.01%
-27.8%
Q4 2019$90,0000.0%3,600
-5.3%
0.02%
-14.3%
Q3 2019$90,000
-9.1%
3,8000.0%0.02%
-4.5%
Q2 2019$99,000
-1.0%
3,8000.0%0.02%
-12.0%
Q1 2019$100,000
+6.4%
3,8000.0%0.02%
-7.4%
Q4 2018$94,000
+2.2%
3,8000.0%0.03%
+22.7%
Q3 2018$92,000
-4.2%
3,8000.0%0.02%
-8.3%
Q2 2018$96,000
-4.0%
3,8000.0%0.02%
-11.1%
Q1 2018$100,000
-4.8%
3,8000.0%0.03%
-10.0%
Q4 2017$105,000
+9.4%
3,8000.0%0.03%
+3.4%
Q3 2017$96,000
+1.1%
3,8000.0%0.03%
-3.3%
Q2 2017$95,000
+3.3%
3,8000.0%0.03%
-6.2%
Q1 2017$92,000
+19.5%
3,8000.0%0.03%
+10.3%
Q4 2016$77,000
-6.1%
3,8000.0%0.03%
-17.1%
Q3 2016$82,000
+6.5%
3,8000.0%0.04%
+9.4%
Q2 2016$77,000
+4.1%
3,8000.0%0.03%
-5.9%
Q1 2016$74,000
-2.6%
3,8000.0%0.03%
+17.2%
Q4 2015$76,000
-9.5%
3,800
-10.6%
0.03%
-9.4%
Q3 2015$84,000
-26.3%
4,250
-19.0%
0.03%
-17.9%
Q2 2015$114,000
-13.0%
5,250
-8.7%
0.04%
-11.4%
Q1 2015$131,0005,7500.04%
Other shareholders
WISDOMTREE TR shareholders Q4 2017
NameSharesValueWeighting ↓
Glovista Investments LLC 3,969,215$77,439,00012.88%
GLOBEFLEX CAPITAL L P 480,383$9,372,0002.51%
683 Capital Management, LLC 665,000$12,974,0002.31%
683 Capital Management, LLC 665,000$12,974,0002.31%
CAUSEWAY CAPITAL MANAGEMENT LLC 4,955,500$96,682,0002.23%
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 502,764$9,809,0002.19%
Verity Asset Management, Inc. 81,406$1,588,0001.80%
TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD 175,000$3,414,0001.75%
OTA Financial Group L.P. 37,035$722,0001.25%
National Mutual Insurance Federation of Agricultural Cooperatives 1,407,000$27,450,0001.07%
View complete list of WISDOMTREE TR shareholders