WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 123 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $2,592,000 | -77.3% | 97,019 | -64.3% | 1.02% | -65.6% |
| Q4 2019 | $11,428,000 | +18.4% | 271,502 | +10.9% | 2.95% | +10.8% |
| Q3 2019 | $9,655,000 | -3.3% | 244,799 | -1.9% | 2.66% | -3.4% |
| Q2 2019 | $9,980,000 | +12.4% | 249,490 | +10.5% | 2.76% | +6.2% |
| Q1 2019 | $8,881,000 | +26.5% | 225,753 | +10.3% | 2.60% | -0.3% |
| Q4 2018 | $7,018,000 | -8.4% | 204,656 | +10.5% | 2.60% | -50.4% |
| Q3 2018 | $7,658,000 | -9.4% | 185,146 | -12.0% | 5.24% | +38.2% |
| Q2 2018 | $8,451,000 | +13.0% | 210,384 | +8.9% | 3.80% | +6.8% |
| Q1 2018 | $7,476,000 | +9.3% | 193,272 | +12.1% | 3.55% | +86.4% |
| Q4 2017 | $6,840,000 | +12.2% | 172,398 | +5.3% | 1.91% | -37.8% |
| Q3 2017 | $6,096,000 | +21.8% | 163,699 | +17.1% | 3.07% | +11.3% |
| Q2 2017 | $5,003,000 | +10.0% | 139,759 | +8.3% | 2.76% | +5.5% |
| Q1 2017 | $4,549,000 | +19.1% | 129,002 | +246.7% | 2.61% | +11.3% |
| Q4 2016 | $3,820,000 | +18.9% | 37,209 | +10.7% | 2.35% | +18.4% |
| Q3 2016 | $3,214,000 | +22.8% | 33,601 | +17.1% | 1.98% | +15.8% |
| Q2 2016 | $2,618,000 | +60.2% | 28,683 | +58.1% | 1.71% | +57.3% |
| Q1 2016 | $1,634,000 | -24.0% | 18,138 | -26.5% | 1.09% | +115.9% |
| Q4 2015 | $2,149,000 | +2.2% | 24,668 | +0.7% | 0.50% | -47.6% |
| Q3 2015 | $2,103,000 | -8.9% | 24,486 | +0.8% | 0.96% | -19.6% |
| Q2 2015 | $2,308,000 | +16.9% | 24,296 | +18.7% | 1.20% | +48.9% |
| Q1 2015 | $1,975,000 | +37.0% | 20,465 | +31.5% | 0.80% | +21.3% |
| Q4 2014 | $1,442,000 | +22.6% | 15,567 | +15.8% | 0.66% | +49.8% |
| Q3 2014 | $1,176,000 | +68.7% | 13,439 | +78.2% | 0.44% | +88.9% |
| Q2 2014 | $697,000 | +42.2% | 7,543 | +36.6% | 0.23% | +40.1% |
| Q1 2014 | $490,000 | +133.3% | 5,521 | +126.9% | 0.17% | +125.7% |
| Q4 2013 | $210,000 | – | 2,433 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D/L Capital Management, LLC | 444,099 | $22,089,477 | 5.86% |
| Lauer Wealth, LLC | 83,829 | $4,141,996 | 5.18% |
| Great Point Wealth Advisors, LLC | 194,199 | $9,659,439 | 3.06% |
| THEORY FINANCIAL LLC | 70,591 | $3,511,196 | 2.11% |
| Consolidated Planning Corp | 110,889 | $5,515,625 | 1.43% |
| Breakwater Capital Group | 47,261 | $2,350,762 | 0.99% |
| Oxler Private Wealth LLC | 38,293 | $1,904,665 | 0.94% |
| Clearwater Capital Advisors, LLC | 148,225 | $7,372,712 | 0.90% |
| Aurora Private Wealth, Inc. | 11,914 | $593 | 0.63% |
| EWG Elevate Inc. | 29,509 | $1,467,795 | 0.63% |