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 ↓
Barry Investment Advisors, LLC 482,068$12,640,0004.79%
Clal Insurance Enterprises Holdings Ltd 5,187,486$136,016,0003.62%
GLOBEFLEX CAPITAL L P 593,336$15,557,0003.29%
New Vernon Capital Holdings II LLC 56,730$1,487,0002.07%
Verity Asset Management, Inc. 78,405$2,056,0001.87%
Meditor Group Ltd 400,000$10,488,0001.65%
CUMBERLAND ADVISORS INC 74,880$1,963,0001.20%
RPG Investment Advisory, LLC 174,850$4,584,0001.05%
ING GROEP NV 2,195,958$57,578,0001.04%
Cottage Street Advisors LLC 57,184$1,500,0000.92%
View complete list of WISDOMTREE TR shareholders