WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 130 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $325,000 | +4.2% | 9,494 | -0.9% | 0.14% | -1.4% |
| Q2 2020 | $312,000 | +40.5% | 9,576 | +14.0% | 0.14% | +18.3% |
| Q1 2020 | $222,000 | -68.3% | 8,399 | -49.6% | 0.12% | -61.5% |
| Q4 2019 | $701,000 | +7.2% | 16,657 | +0.5% | 0.31% | +1.3% |
| Q3 2019 | $654,000 | -49.6% | 16,577 | -48.9% | 0.31% | -50.7% |
| Q2 2019 | $1,297,000 | -11.5% | 32,437 | -12.9% | 0.62% | -20.0% |
| Q1 2019 | $1,465,000 | -50.0% | 37,245 | -56.4% | 0.78% | -57.3% |
| Q4 2018 | $2,928,000 | -31.7% | 85,383 | -17.6% | 1.83% | -21.2% |
| Q3 2018 | $4,286,000 | +3.3% | 103,628 | +0.3% | 2.32% | +0.0% |
| Q2 2018 | $4,150,000 | +3.8% | 103,300 | -0.0% | 2.32% | -0.6% |
| Q1 2018 | $3,997,000 | – | 103,336 | – | 2.33% | – |
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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% |