WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 120 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $37,039,000 | +6.7% | 880,000 | 0.0% | 20.60% | -0.9% |
| Q3 2019 | $34,707,000 | -1.4% | 880,000 | 0.0% | 20.79% | +16.3% |
| Q2 2019 | $35,200,000 | +1.7% | 880,000 | 0.0% | 17.88% | -0.9% |
| Q1 2019 | $34,619,000 | +14.7% | 880,000 | 0.0% | 18.04% | +1.7% |
| Q4 2018 | $30,175,000 | -17.1% | 880,000 | 0.0% | 17.74% | -3.6% |
| Q3 2018 | $36,397,000 | +3.0% | 880,000 | 0.0% | 18.40% | +12.8% |
| Q2 2018 | $35,350,000 | +3.9% | 880,000 | 0.0% | 16.31% | -0.9% |
| Q1 2018 | $34,038,000 | -2.5% | 880,000 | 0.0% | 16.47% | -34.9% |
| Q4 2017 | $34,918,000 | – | 880,000 | – | 25.28% | – |
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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% |