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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $175,000 | -51.0% | 10,864 | -24.4% | 0.16% | -22.2% |
| Q4 2019 | $357,000 | -55.2% | 14,361 | -56.9% | 0.20% | -57.6% |
| Q3 2019 | $796,000 | -32.8% | 33,358 | -26.6% | 0.48% | -32.2% |
| Q2 2019 | $1,184,000 | -0.9% | 45,424 | +0.1% | 0.71% | -3.5% |
| Q1 2019 | $1,195,000 | +3.0% | 45,400 | -3.0% | 0.73% | -5.1% |
| Q4 2018 | $1,160,000 | +12.5% | 46,794 | +9.4% | 0.77% | +32.0% |
| Q3 2018 | $1,031,000 | -8.4% | 42,769 | -4.5% | 0.58% | -11.6% |
| Q2 2018 | $1,126,000 | -24.9% | 44,769 | -21.7% | 0.66% | -27.7% |
| Q1 2018 | $1,500,000 | -7.4% | 57,184 | -1.7% | 0.92% | -4.8% |
| Q4 2017 | $1,620,000 | +14.6% | 58,167 | +3.6% | 0.96% | +7.1% |
| Q3 2017 | $1,414,000 | +5.6% | 56,153 | +2.8% | 0.90% | -1.0% |
| Q2 2017 | $1,339,000 | -21.9% | 54,645 | -11.1% | 0.91% | -25.7% |
| Q1 2017 | $1,714,000 | +150.2% | 61,448 | +81.3% | 1.22% | +133.9% |
| Q4 2016 | $685,000 | -6.7% | 33,898 | +0.3% | 0.52% | -7.6% |
| Q3 2016 | $734,000 | -5.3% | 33,798 | -11.9% | 0.56% | -10.0% |
| Q2 2016 | $775,000 | -3.8% | 38,375 | -6.8% | 0.63% | -10.8% |
| Q1 2016 | $806,000 | -3.8% | 41,175 | -1.2% | 0.70% | -4.7% |
| Q4 2015 | $838,000 | – | 41,675 | – | 0.74% | – |
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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% |