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 2019 | $706,000 | -19.5% | 17,841 | -18.7% | 0.01% | -25.0% |
| Q2 2019 | $877,000 | +5.8% | 21,944 | +4.1% | 0.01% | 0.0% |
| Q1 2019 | $829,000 | +9.9% | 21,076 | -4.2% | 0.01% | 0.0% |
| Q4 2018 | $754,000 | -24.9% | 21,992 | -9.5% | 0.01% | -20.0% |
| Q3 2018 | $1,004,000 | +3.0% | 24,296 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $975,000 | +2.5% | 24,296 | -1.3% | 0.01% | -9.1% |
| Q1 2018 | $951,000 | -1.9% | 24,610 | +0.8% | 0.01% | -15.4% |
| Q4 2017 | $969,000 | +9.9% | 24,422 | +3.1% | 0.01% | +8.3% |
| Q3 2017 | $882,000 | +9.2% | 23,688 | +4.9% | 0.01% | 0.0% |
| Q2 2017 | $808,000 | +15.8% | 22,588 | +14.1% | 0.01% | +20.0% |
| Q1 2017 | $698,000 | +28.8% | 19,791 | +248.9% | 0.01% | +25.0% |
| Q4 2016 | $542,000 | 0.0% | 5,673 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $542,000 | +6.1% | 5,673 | +1.3% | 0.01% | 0.0% |
| Q2 2016 | $511,000 | +1.4% | 5,599 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $504,000 | -40.0% | 5,599 | -42.0% | 0.01% | -55.6% |
| Q4 2015 | $840,000 | +1.4% | 9,648 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $828,000 | +3.2% | 9,648 | +14.2% | 0.02% | +5.9% |
| Q2 2015 | $802,000 | -88.5% | 8,448 | +17.2% | 0.02% | +13.3% |
| Q1 2015 | $6,957,000 | +49.3% | 7,208 | +43.3% | 0.02% | +50.0% |
| Q4 2014 | $4,659,000 | +26.2% | 5,029 | +19.2% | 0.01% | +11.1% |
| Q3 2014 | $3,692,000 | -6.4% | 4,219 | -1.2% | 0.01% | 0.0% |
| Q2 2014 | $3,946,000 | +4.0% | 4,269 | 0.0% | 0.01% | -10.0% |
| Q1 2014 | $3,793,000 | +24.5% | 4,269 | +21.2% | 0.01% | +25.0% |
| Q4 2013 | $3,047,000 | +28.0% | 3,523 | +16.5% | 0.01% | +14.3% |
| Q3 2013 | $2,381,000 | +7.7% | 3,023 | -1.6% | 0.01% | 0.0% |
| Q2 2013 | $2,211,000 | – | 3,073 | – | 0.01% | – |
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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% |