Surevest, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 169 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 1.45 and the average weighting 0.3%.

Quarter-by-quarter ownership
Surevest, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$2,345,000
+9.1%
94,206
+4.5%
1.00%
-5.3%
Q3 2019$2,150,000
-4.1%
90,164
+4.8%
1.06%
-9.2%
Q2 2019$2,243,000
-7.2%
86,073
-6.2%
1.16%
-21.7%
Q1 2019$2,416,000
+32.4%
91,769
+24.7%
1.49%
+3.2%
Q4 2018$1,825,00073,5711.44%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
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