LIBERTY WEALTH MANAGEMENT LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 123 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is 16.91 and the average weighting 0.1%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$72,000
+213.0%
1,927
+180.5%
0.03%
+188.9%
Q2 2021$23,000
+15.0%
6870.0%0.01%
-10.0%
Q1 2021$20,0000.0%6870.0%0.01%0.0%
Q4 2020$20,000
+25.0%
6870.0%0.01%
+11.1%
Q3 2020$16,000
+14.3%
6870.0%0.01%
-10.0%
Q2 2020$14,000
+27.3%
6870.0%0.01%0.0%
Q1 2020$11,000
-35.3%
6870.0%0.01%
-23.1%
Q4 2019$17,000
+6.2%
6870.0%0.01%
-13.3%
Q3 2019$16,000
-11.1%
6870.0%0.02%
-6.2%
Q2 2019$18,0000.0%6870.0%0.02%
+14.3%
Q1 2019$18,000
+5.9%
687
+0.1%
0.01%
+7.7%
Q4 2018$17,0006860.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 453,987$9,093,0003.22%
ING GROEP NV 2,195,958$43,985,0001.89%
Strategic Wealth Investment Group, LLC 93,240$1,868,0001.83%
Meditor Group Ltd 400,000$8,012,0001.68%
Money Design Co.,Ltd. 540,013$10,816,0001.54%
GLOBEFLEX CAPITAL L P 244,365$4,895,0001.24%
DRIEHAUS CAPITAL MANAGEMENT LLC 1,649,988$33,049,0000.80%
Millburn Ridgefield Corp 405,451$8,121,0000.54%
Lowe Wealth Advisors, LLC 35,825$718,0000.42%
Catalyst Capital Advisors LLC 405,317$8,119,0000.42%
View complete list of WISDOMTREE TR shareholders