WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 77 filers reported holding WISDOMTREE TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $219,000 | -0.5% | 5,031 | -25.5% | 0.12% | -16.7% |
| Q2 2020 | $220,000 | -23.1% | 6,751 | -2.2% | 0.15% | -1.3% |
| Q4 2019 | $286,000 | +5.1% | 6,901 | 0.0% | 0.15% | +9.4% |
| Q3 2019 | $272,000 | -8.4% | 6,901 | -7.2% | 0.14% | +32.4% |
| Q2 2019 | $297,000 | +1.4% | 7,433 | -0.3% | 0.10% | -3.7% |
| Q1 2019 | $293,000 | +14.5% | 7,453 | 0.0% | 0.11% | -1.8% |
| Q4 2018 | $256,000 | -16.9% | 7,453 | 0.0% | 0.11% | -2.6% |
| Q3 2018 | $308,000 | +3.0% | 7,453 | 0.0% | 0.11% | -4.2% |
| Q2 2018 | $299,000 | +3.8% | 7,453 | +0.0% | 0.12% | +3.5% |
| Q1 2018 | $288,000 | +4.3% | 7,452 | +7.2% | 0.12% | +7.5% |
| Q4 2017 | $276,000 | +15.0% | 6,951 | +7.8% | 0.11% | +8.1% |
| Q3 2017 | $240,000 | -3.2% | 6,450 | -6.7% | 0.10% | -6.6% |
| Q2 2017 | $248,000 | +3.8% | 6,915 | +1.9% | 0.11% | -0.9% |
| Q1 2017 | $239,000 | +3.0% | 6,789 | +200.0% | 0.11% | -0.9% |
| Q4 2016 | $232,000 | -4.5% | 2,263 | -14.9% | 0.11% | -9.2% |
| Q2 2016 | $243,000 | +11.5% | 2,658 | +9.7% | 0.12% | +2.6% |
| Q1 2016 | $218,000 | +3.3% | 2,422 | 0.0% | 0.12% | -2.5% |
| Q4 2015 | $211,000 | +1.4% | 2,422 | 0.0% | 0.12% | +14.4% |
| Q3 2015 | $208,000 | 0.0% | 2,422 | +10.7% | 0.10% | +10.6% |
| Q2 2015 | $208,000 | – | 2,187 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D/L Capital Management, LLC | 458,973 | $22,315,282 | 6.00% |
| Great Point Wealth Advisors, LLC | 206,071 | $10,019,170 | 3.36% |
| THEORY FINANCIAL LLC | 69,922 | $3,399,608 | 2.25% |
| Consolidated Planning Corp | 112,442 | $5,466,953 | 1.51% |
| Oxler Private Wealth LLC | 38,566 | $1,875,080 | 1.01% |
| Clearwater Capital Advisors, LLC | 155,288 | $7,550,103 | 0.98% |
| Breakwater Capital Group | 26,266 | $1,277,053 | 0.67% |
| Aurora Private Wealth, Inc. | 11,884 | $578 | 0.66% |
| CULBERTSON A N & CO INC | 50,222 | $2,441,774 | 0.51% |
| Stratos Wealth Partners, LTD. | 387,245 | $18,827,878 | 0.48% |