Surevest, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 128 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is 33.20 and the average weighting 0.1%.

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 2020
NameSharesValueWeighting ↓
New Vernon Capital Holdings II LLC 211,153$7,348,1244.90%
Meditor Group Ltd 151,800$5,282,6404.59%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 122,499$4,238,7683.25%
Black Swift Group, LLC 162,800$5,665,4401.93%
Carmel Capital Management L.L.C. 92,805$3,229,6141.68%
BECK CAPITAL MANAGEMENT, LLC 87,871$3,057,9211.21%
Money Design Co.,Ltd. 564,190$19,6341.16%
Randolph Co Inc 216,038$7,518,1221.05%
GSB Wealth Management, LLC 62,909$2,189,2470.71%
DRIEHAUS CAPITAL MANAGEMENT LLC 1,555,221$54,121,6910.68%
View complete list of WISDOMTREE TR shareholders