Occidental Asset Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 139 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is 1.41 and the average weighting 0.2%.

Quarter-by-quarter ownership
Occidental Asset Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2016$1,080,000
+4.7%
49,961
-2.3%
0.88%
-2.4%
Q2 2016$1,032,000
+24.8%
51,120
+20.6%
0.90%
-9.5%
Q1 2016$827,000
+5.2%
42,376
+1.7%
1.00%
-0.8%
Q4 2015$786,000
-1.0%
41,676
+4.5%
1.00%
-9.6%
Q3 2015$794,000
+8.2%
39,864
+17.7%
1.11%
+13.0%
Q2 2015$734,000
-1.7%
33,869
+3.4%
0.98%
+5.5%
Q1 2015$747,000
+50.9%
32,769
+45.9%
0.93%
+23.7%
Q4 2014$495,000
+0.6%
22,4640.0%0.75%
-5.9%
Q3 2014$492,000
-2.6%
22,4640.0%0.80%
-7.4%
Q2 2014$505,000
+18.5%
22,4640.0%0.86%
+13.8%
Q1 2014$426,00022,4640.76%
Other shareholders
WISDOMTREE TR shareholders Q4 2016
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