Surevest, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 170 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 ↓
Coordinating Investment Fiduciary of Raytheon Master Pension Trust 966,801$23,696,00014.88%
XPONANCE, INC. 615,501$24,180,0006.05%
Barry Investment Advisors, LLC 483,539$11,852,0004.47%
ELEMENT CAPITAL MANAGEMENT LLC 800,000$19,608,0003.97%
GLOBEFLEX CAPITAL L P 470,612$11,535,0002.84%
Bedell Frazier Investment Counselling, LLC 273,400$6,701,0002.44%
Meditor Group Ltd 630,000$15,441,0002.32%
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 3,896,900$95,513,0002.32%
Clal Insurance Enterprises Holdings Ltd 4,498,443$110,257,0002.19%
CALDWELL & ORKIN INC 42,300$1,037,0001.29%
View complete list of WISDOMTREE TR shareholders