WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 132 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $2,882 | +23.3% | 47,225 | +15.9% | 0.01% | +12.5% |
| Q4 2023 | $2,338 | +71.8% | 40,732 | +51.8% | 0.01% | +60.0% |
| Q3 2023 | $1,361 | +58.3% | 26,826 | +65.2% | 0.01% | +66.7% |
| Q2 2023 | $860 | +66.3% | 16,240 | +56.1% | 0.00% | +50.0% |
| Q1 2023 | $517 | -99.7% | 10,401 | +189.4% | 0.00% | +100.0% |
| Q4 2021 | $202,000 | -11.0% | 3,594 | -33.4% | 0.00% | 0.0% |
| Q4 2019 | $227,000 | +7.6% | 5,395 | +0.8% | 0.00% | -50.0% |
| Q3 2019 | $211,000 | -3.2% | 5,352 | -1.7% | 0.00% | 0.0% |
| Q2 2019 | $218,000 | +1.4% | 5,443 | -0.2% | 0.00% | 0.0% |
| Q1 2019 | $215,000 | -4.9% | 5,455 | -0.3% | 0.00% | 0.0% |
| Q3 2018 | $226,000 | +4.6% | 5,469 | +1.7% | 0.00% | 0.0% |
| Q2 2018 | $216,000 | -10.0% | 5,380 | -13.4% | 0.00% | 0.0% |
| Q1 2018 | $240,000 | -19.2% | 6,210 | -16.9% | 0.00% | -33.3% |
| Q4 2017 | $297,000 | – | 7,473 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D/L Capital Management, LLC | 490,042 | $25,487,000 | 6.12% |
| Great Point Wealth Advisors, LLC | 332,881 | $17,313,000 | 5.95% |
| Consolidated Planning Corp | 100,915 | $5,249,000 | 3.41% |
| PSI Advisors, LLC | 81,449 | $4,237,000 | 1.95% |
| Clearwater Capital Advisors, LLC | 148,910 | $7,745,000 | 0.90% |
| ACG Wealth | 89,562 | $4,658,000 | 0.61% |
| Oxler Private Wealth LLC | 26,596 | $1,383,000 | 0.61% |
| CULBERTSON A N & CO INC | 54,595 | $2,839,000 | 0.58% |
| HC FINANCIAL ADVISORS INC | 15,150 | $788,000 | 0.47% |
| Investors Research Corp | 26,205 | $1,363,000 | 0.46% |