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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | 22,464 | 0.0% | 0.75% | -5.9% |
| Q3 2014 | $492,000 | -2.6% | 22,464 | 0.0% | 0.80% | -7.4% |
| Q2 2014 | $505,000 | +18.5% | 22,464 | 0.0% | 0.86% | +13.8% |
| Q1 2014 | $426,000 | – | 22,464 | – | 0.76% | – |
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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% |