IFP Advisors, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 114 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is 23.71 and the average weighting 0.1%.

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 Q2 2020
NameSharesValueWeighting ↓
New Vernon Capital Holdings II LLC 159,553$4,873,0005.08%
Meditor Group Ltd 213,800$6,529,0004.34%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 122,499$3,708,0003.60%
Carmel Capital Management L.L.C. 80,905$2,471,0001.61%
Money Design Co.,Ltd. 1,155,676$17,664,6471.49%
Karp Capital Management Corp 159,752$4,879,0000.92%
Strategic Wealth Investment Group, LLC 99,588$3,041,0000.87%
GSB Wealth Management, LLC 65,674$2,006,0000.73%
Viewpoint Capital Management LLC 23,972$732,0000.72%
DRIEHAUS CAPITAL MANAGEMENT LLC 1,506,319$46,003,0000.70%
View complete list of WISDOMTREE TR shareholders