WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 83 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $582,000 | -5.1% | 14,657 | -11.0% | 0.03% | -11.8% |
| Q3 2017 | $613,000 | +11.9% | 16,460 | +7.6% | 0.03% | +9.7% |
| Q2 2017 | $548,000 | -3.7% | 15,296 | -5.2% | 0.03% | -6.1% |
| Q1 2017 | $569,000 | +6.0% | 16,132 | +208.7% | 0.03% | -2.9% |
| Q4 2016 | $537,000 | +4.9% | 5,226 | -2.3% | 0.03% | +3.0% |
| Q3 2016 | $512,000 | -6.6% | 5,351 | -10.8% | 0.03% | -10.8% |
| Q2 2016 | $548,000 | +19.4% | 6,000 | +17.7% | 0.04% | +12.1% |
| Q1 2016 | $459,000 | -4.4% | 5,096 | -7.4% | 0.03% | -8.3% |
| Q4 2015 | $480,000 | +124.3% | 5,504 | -57.0% | 0.04% | +63.6% |
| Q3 2015 | $214,000 | -56.5% | 12,801 | +147.5% | 0.02% | -56.9% |
| Q2 2015 | $492,000 | +3.4% | 5,173 | +4.9% | 0.05% | -3.8% |
| Q1 2015 | $476,000 | -15.9% | 4,933 | -19.3% | 0.05% | -27.4% |
| Q4 2014 | $566,000 | +4.8% | 6,112 | -0.9% | 0.07% | -23.2% |
| Q3 2014 | $540,000 | +2.5% | 6,168 | +8.2% | 0.10% | +6.7% |
| Q2 2014 | $527,000 | +4.2% | 5,698 | +0.1% | 0.09% | -17.6% |
| Q1 2014 | $506,000 | +26.2% | 5,694 | +22.8% | 0.11% | +8.0% |
| Q4 2013 | $401,000 | +6.4% | 4,636 | -3.2% | 0.10% | -7.4% |
| Q3 2013 | $377,000 | +10.6% | 4,787 | +0.9% | 0.11% | -6.9% |
| Q2 2013 | $341,000 | +9.6% | 4,744 | +7.8% | 0.12% | +11.5% |
| Q1 2013 | $311,000 | – | 4,401 | – | 0.10% | – |
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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% |