WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 115 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,812,000 | -29.4% | 68,893 | -31.8% | 0.02% | -33.3% |
| Q3 2019 | $3,985,000 | -1.8% | 101,026 | -0.4% | 0.03% | -6.9% |
| Q2 2019 | $4,059,000 | -0.2% | 101,475 | -1.8% | 0.03% | -6.5% |
| Q1 2019 | $4,068,000 | -1.4% | 103,330 | -14.0% | 0.03% | -16.2% |
| Q4 2018 | $4,124,000 | -16.6% | 120,139 | +0.5% | 0.04% | -9.8% |
| Q3 2018 | $4,945,000 | +19.3% | 119,591 | +11.5% | 0.04% | +5.1% |
| Q2 2018 | $4,144,000 | 0.0% | 107,245 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $4,144,000 | +8.0% | 107,245 | +10.9% | 0.04% | +5.4% |
| Q4 2017 | $3,837,000 | +7.2% | 96,680 | +0.6% | 0.04% | -5.1% |
| Q3 2017 | $3,578,000 | +6.0% | 96,069 | +1.9% | 0.04% | -2.5% |
| Q2 2017 | $3,376,000 | +32.6% | 94,318 | +30.6% | 0.04% | +25.0% |
| Q1 2017 | $2,546,000 | +8.1% | 72,203 | +213.4% | 0.03% | -3.0% |
| Q4 2016 | $2,355,000 | +18.0% | 23,037 | +10.4% | 0.03% | +10.0% |
| Q3 2016 | $1,995,000 | +2.7% | 20,858 | -1.9% | 0.03% | -3.2% |
| Q2 2016 | $1,943,000 | +43.7% | 21,268 | +41.8% | 0.03% | +29.2% |
| Q1 2016 | $1,352,000 | -31.3% | 15,001 | -33.6% | 0.02% | -33.3% |
| Q4 2015 | $1,969,000 | +6.3% | 22,595 | +4.7% | 0.04% | -5.3% |
| Q3 2015 | $1,853,000 | -7.0% | 21,576 | +2.9% | 0.04% | +2.7% |
| Q2 2015 | $1,993,000 | -0.4% | 20,972 | +1.1% | 0.04% | -2.6% |
| Q1 2015 | $2,002,000 | +41.5% | 20,739 | +35.8% | 0.04% | +22.6% |
| Q4 2014 | $1,415,000 | -13.8% | 15,269 | -18.6% | 0.03% | -31.1% |
| Q3 2014 | $1,642,000 | +17.7% | 18,755 | +24.3% | 0.04% | +18.4% |
| Q2 2014 | $1,395,000 | +24.4% | 15,093 | +19.6% | 0.04% | +15.2% |
| Q1 2014 | $1,121,000 | +21.5% | 12,617 | +18.3% | 0.03% | +17.9% |
| Q4 2013 | $923,000 | +52.3% | 10,668 | +38.6% | 0.03% | +33.3% |
| Q3 2013 | $606,000 | +46.4% | 7,696 | +33.7% | 0.02% | +40.0% |
| Q2 2013 | $414,000 | – | 5,758 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D/L Capital Management, LLC | 369,398 | $18,743,268 | 6.09% |
| WIN ADVISORS, INC | 227,807 | $11,558,938 | 5.66% |
| Lauer Wealth, LLC | 89,570 | $4,468,665 | 4.82% |
| Great Point Wealth Advisors, LLC | 177,990 | $9,031,215 | 2.71% |
| THEORY FINANCIAL LLC | 70,118 | $3,557,787 | 2.09% |
| Consolidated Planning Corp | 137,057 | $6,954,293 | 1.54% |
| Breakwater Capital Group | 66,189 | $3,177,072 | 1.09% |
| Clearwater Capital Advisors, LLC | 147,783 | $7,498,510 | 0.92% |
| Team Financial Group, LLC | 17,810 | $903,695 | 0.75% |
| Aurora Private Wealth, Inc. | 11,999 | $609 | 0.67% |