LIBERTY WEALTH MANAGEMENT LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 137 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 12.82 and the average weighting 0.2%.

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 Q4 2021
NameSharesValueWeighting ↓
Meditor Group Ltd 213,800$6,967,7424.71%
New Vernon Capital Holdings II LLC 159,553$5,199,8324.19%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 122,499$4,021,9223.80%
Carmel Capital Management L.L.C. 80,905$2,636,6941.63%
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 243,900$7,948,7011.16%
Money Design Co.,Ltd. 1,032,798$33,6581.15%
BECK CAPITAL MANAGEMENT, LLC 79,049$2,576,2071.08%
GSB Wealth Management, LLC 68,994$2,248,5140.80%
Strategic Wealth Investment Group, LLC 99,713$3,336,4020.77%
Viewpoint Capital Management LLC 23,972$781,2470.76%
View complete list of WISDOMTREE TR shareholders