Cottage Street Advisors LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 128 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is 33.20 and the average weighting 0.1%.

Quarter-by-quarter ownership
Cottage Street Advisors LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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$838,00041,6750.74%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
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