WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 146 filers reported holding WISDOMTREE TR in Q2 2016. The put-call ratio across all filers is 1.29 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $549,000 | +4.6% | 22,060 | +0.1% | 0.10% | -3.9% |
| Q3 2019 | $525,000 | -8.1% | 22,027 | +0.5% | 0.10% | -8.9% |
| Q2 2019 | $571,000 | -0.7% | 21,920 | +0.4% | 0.11% | 0.0% |
| Q1 2019 | $575,000 | +6.3% | 21,831 | +0.1% | 0.11% | -10.4% |
| Q4 2018 | $541,000 | -44.1% | 21,808 | -45.6% | 0.12% | -36.5% |
| Q3 2018 | $967,000 | -4.2% | 40,103 | 0.0% | 0.20% | -7.5% |
| Q2 2018 | $1,009,000 | -3.9% | 40,103 | +0.2% | 0.21% | -4.9% |
| Q1 2018 | $1,050,000 | +68.5% | 40,037 | +85.3% | 0.22% | +85.1% |
| Q4 2017 | $623,000 | +14.9% | 21,602 | +0.4% | 0.12% | +7.1% |
| Q3 2017 | $542,000 | +3.0% | 21,522 | +0.2% | 0.11% | -3.4% |
| Q2 2017 | $526,000 | +1.7% | 21,479 | +0.3% | 0.12% | -3.3% |
| Q1 2017 | $517,000 | +19.4% | 21,420 | +0.0% | 0.12% | +11.0% |
| Q4 2016 | $433,000 | -6.3% | 21,414 | +0.3% | 0.11% | +3.8% |
| Q3 2016 | $462,000 | -48.9% | 21,353 | -52.3% | 0.10% | -52.3% |
| Q2 2016 | $904,000 | -18.6% | 44,777 | -21.3% | 0.22% | -16.3% |
| Q1 2016 | $1,111,000 | +146.3% | 56,926 | +150.9% | 0.26% | +1.9% |
| Q4 2015 | $451,000 | -0.2% | 22,689 | +0.0% | 0.26% | -19.6% |
| Q3 2015 | $452,000 | – | 22,687 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meditor Group Ltd | 60,700 | $2,488,700 | 3.11% |
| Leibman Financial Services, Inc. | 77,773 | $3,188,677 | 2.65% |
| Lowe Wealth Advisors, LLC | 18,850 | $772,850 | 0.38% |
| Harbour Capital Advisors, LLC | 13,263 | $543,252 | 0.15% |
| Westwind Capital | 10,190 | $418 | 0.11% |
| BALDWIN BROTHERS LLC/MA | 5,388 | $220,908 | 0.02% |
| Diversified Trust Co | 8,560 | $350,960 | 0.01% |
| Bartlett & Co. LLC | 4,100 | $169 | 0.00% |