WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 137 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |