Carroll Financial Associates, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 182 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is 1.59 and the average weighting 0.2%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$10,000
-72.2%
287
-79.5%
0.00%
-75.0%
Q1 2018$36,000
-5.3%
1,4000.0%0.00%0.0%
Q4 2017$38,000
+8.6%
1,4000.0%0.00%0.0%
Q3 2017$35,000
-12.5%
1,400
-16.2%
0.00%
-20.0%
Q2 2017$40,0000.0%1,6700.0%0.01%0.0%
Q1 2017$40,000
+21.2%
1,6700.0%0.01%0.0%
Q4 2016$33,000
-19.5%
1,670
-13.1%
0.01%
-16.7%
Q3 2016$41,000
+7.9%
1,9220.0%0.01%0.0%
Q2 2016$38,000
+31.0%
1,922
+26.3%
0.01%
+20.0%
Q1 2016$29,000
-3.3%
1,5220.0%0.01%
-16.7%
Q4 2015$30,000
+500.0%
1,522
+504.0%
0.01%
+500.0%
Q3 2015$5,000
-64.3%
252
-60.3%
0.00%
-66.7%
Q2 2015$14,0006350.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2018
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