IFP Advisors, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 179 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is 2.72 and the average weighting 0.2%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$18,3805000.00%
Q2 2021$000.00%
Q1 2021$000.00%
Q4 2020$000.00%
Q3 2020$000.00%
Q2 2020$000.00%
Q1 2020$000.00%
Q4 2019$000.00%
Q3 2019$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q4 2018$114,000
-3.4%
4,594
-6.1%
0.01%
+40.0%
Q3 2018$118,000
-4.1%
4,894
+0.1%
0.01%0.0%
Q2 2018$123,000
-25.5%
4,891
-17.4%
0.01%
-28.6%
Q1 2018$165,0000.0%5,9230.0%0.01%0.0%
Q4 2017$165,000
+4.4%
5,923
-5.6%
0.01%
+16.7%
Q3 2017$158,000
+21.5%
6,272
+17.9%
0.01%0.0%
Q2 2017$130,000
+49.4%
5,318
+47.9%
0.01%
+50.0%
Q1 2017$87,000
+443.8%
3,596
+352.9%
0.00%
+300.0%
Q4 2016$16,000
-5.9%
7940.0%0.00%0.0%
Q3 2016$17,000
+6.2%
7940.0%0.00%0.0%
Q2 2016$16,000
-78.1%
794
-78.3%
0.00%
-80.0%
Q4 2015$73,0003,6640.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2017
NameSharesValueWeighting ↓
New Vernon Capital Holdings II LLC 211,153$7,761,9846.73%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 122,499$4,536,0153.93%
Black Swift Group, LLC 267,524$9,834,1823.21%
Whitaker-Myers Wealth Managers, LTD. 138,189$5,079,8283.15%
Meditor Group Ltd 60,700$2,231,3322.89%
Carmel Capital Management L.L.C. 91,655$3,369,2381.91%
Randolph Co Inc 214,785$7,895,4971.27%
Ferguson Shapiro LLC 61,098$2,245,9621.24%
Redhawk Wealth Advisors, Inc. 95,100$3,495,8931.16%
Money Design Co.,Ltd. 473,471$17,4051.06%
View complete list of WISDOMTREE TR shareholders