VALLEY WEALTH MANAGERS, INC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPI and the CUSIP is 97717W422. A total of 160 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is 2.05 and the average weighting 0.2%.

Quarter-by-quarter ownership
VALLEY WEALTH MANAGERS, INC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$263,000
-2.2%
7,2050.0%0.02%
-8.7%
Q3 2021$269,000
+10.2%
7,2050.0%0.02%
+9.5%
Q2 2021$244,000
+7.5%
7,2050.0%0.02%
+5.0%
Q1 2021$227,000
+8.1%
7,2050.0%0.02%
-4.8%
Q4 2020$210,000
-63.3%
7,205
-70.3%
0.02%
-66.7%
Q3 2020$572,000
+9.0%
24,224
-7.6%
0.06%
+6.8%
Q2 2020$525,000
+23.5%
26,2240.0%0.06%
+7.3%
Q1 2020$425,000
-34.9%
26,2240.0%0.06%
-15.4%
Q4 2019$653,000
-9.4%
26,224
-13.2%
0.06%
-15.6%
Q3 2019$721,000
-13.2%
30,224
-5.2%
0.08%
-12.5%
Q2 2019$831,000
-18.0%
31,884
-17.1%
0.09%
-20.0%
Q1 2019$1,013,00038,4840.11%
Other shareholders
WISDOMTREE TR shareholders Q3 2019
NameSharesValueWeighting ↓
New Vernon Capital Holdings II LLC 159,553$4,873,0005.08%
Meditor Group Ltd 213,800$6,529,0004.34%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 122,499$3,708,0003.60%
Carmel Capital Management L.L.C. 80,905$2,471,0001.61%
Money Design Co.,Ltd. 1,155,676$17,664,6471.49%
Karp Capital Management Corp 159,752$4,879,0000.92%
Strategic Wealth Investment Group, LLC 99,588$3,041,0000.87%
GSB Wealth Management, LLC 65,674$2,006,0000.73%
Viewpoint Capital Management LLC 23,972$732,0000.72%
DRIEHAUS CAPITAL MANAGEMENT LLC 1,506,319$46,003,0000.70%
View complete list of WISDOMTREE TR shareholders