Capital Analysts, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 160 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 2.05 and the average weighting 0.2%.

Quarter-by-quarter ownership
Capital Analysts, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2020$27,000
-82.9%
1,340
-86.3%
0.00%
-84.2%
Q1 2020$158,000
-19.4%
9,780
+24.1%
0.02%0.0%
Q4 2019$196,000
+2.1%
7,880
-2.4%
0.02%
-5.0%
Q3 2019$192,000
-6.3%
8,075
+2.7%
0.02%
-9.1%
Q2 2019$205,0000.0%7,860
+0.6%
0.02%
-8.3%
Q1 2019$205,000
+5.7%
7,8100.0%0.02%
-4.0%
Q4 2018$194,000
-99.9%
7,810
-46.9%
0.02%
+25.0%
Q3 2018$177,626,000
+95914.1%
14,720
+100.0%
0.02%
-9.1%
Q2 2018$185,000
+1.6%
7,360
+5.7%
0.02%0.0%
Q1 2018$182,000
-4.7%
6,960
+1.4%
0.02%
-8.3%
Q4 2017$191,000
-2.1%
6,865
-11.6%
0.02%
-7.7%
Q3 2017$195,000
-99.9%
7,7650.0%0.03%
-3.7%
Q2 2017$190,320,000
+1.6%
7,7650.0%0.03%
-10.0%
Q1 2017$187,369,000
+125651.0%
7,765
+5.4%
0.03%
+15.4%
Q4 2016$149,000
-99.9%
7,365
+23.5%
0.03%
+8.3%
Q3 2016$128,963,000
+23.7%
5,965
+15.5%
0.02%
+14.3%
Q2 2016$104,281,000
+1.9%
5,165
-1.5%
0.02%0.0%
Q1 2016$102,329,000
+0.0%
5,245
+1.8%
0.02%0.0%
Q4 2015$102,279,000
-9.3%
5,150
-9.0%
0.02%
-4.5%
Q3 2015$112,747,000
+4.8%
5,660
+14.0%
0.02%0.0%
Q2 2015$107,591,000
+19.5%
4,965
+25.7%
0.02%
+15.8%
Q1 2015$90,060,000
+59.9%
3,950
+54.6%
0.02%
+58.3%
Q4 2014$56,337,000
+65.9%
2,555
+64.8%
0.01%
+50.0%
Q3 2014$33,960,000
-2.5%
1,5500.0%0.01%0.0%
Q2 2014$34,828,000
+129.6%
1,550
+93.8%
0.01%
+100.0%
Q1 2014$15,168,000
+8.7%
8000.0%0.00%0.0%
Q4 2013$13,952,0008000.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2019
NameSharesValueWeighting ↓
Meditor Group Ltd 60,700$2,488,7003.11%
Leibman Financial Services, Inc. 77,773$3,188,6772.65%
Lowe Wealth Advisors, LLC 18,850$772,8500.38%
Harbour Capital Advisors, LLC 13,263$543,2520.15%
Westwind Capital 10,190$4180.11%
BALDWIN BROTHERS LLC/MA 5,388$220,9080.02%
Diversified Trust Co 8,560$350,9600.01%
Bartlett & Co. LLC 4,100$1690.00%
View complete list of WISDOMTREE TR shareholders