WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 76 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $238,000 | -38.7% | 9,000 | -2.4% | 0.03% | -25.0% |
| Q4 2019 | $388,000 | +4.9% | 9,222 | -1.6% | 0.04% | 0.0% |
| Q3 2019 | $370,000 | -1.3% | 9,372 | 0.0% | 0.04% | -2.7% |
| Q2 2019 | $375,000 | +0.3% | 9,372 | -1.5% | 0.04% | +2.8% |
| Q1 2019 | $374,000 | -20.4% | 9,519 | -30.6% | 0.04% | -32.1% |
| Q4 2018 | $470,000 | -17.1% | 13,719 | 0.0% | 0.05% | -8.6% |
| Q3 2018 | $567,000 | +2.9% | 13,719 | 0.0% | 0.06% | -3.3% |
| Q2 2018 | $551,000 | -34.9% | 13,719 | -39.6% | 0.06% | -42.9% |
| Q1 2018 | $846,000 | -6.1% | 22,719 | 0.0% | 0.10% | -0.9% |
| Q4 2017 | $901,000 | +6.5% | 22,719 | 0.0% | 0.11% | +1.0% |
| Q3 2017 | $846,000 | +2.7% | 22,719 | -1.3% | 0.10% | -1.9% |
| Q2 2017 | $824,000 | +1.5% | 23,019 | 0.0% | 0.11% | -2.7% |
| Q1 2017 | $812,000 | -1.5% | 23,019 | +186.8% | 0.11% | -10.6% |
| Q4 2016 | $824,000 | -5.6% | 8,025 | -12.0% | 0.12% | -9.6% |
| Q3 2016 | $873,000 | -30.8% | 9,121 | -33.9% | 0.14% | -33.3% |
| Q2 2016 | $1,261,000 | +30.8% | 13,808 | +29.0% | 0.20% | +27.5% |
| Q1 2016 | $964,000 | +13.9% | 10,704 | +10.2% | 0.16% | +9.6% |
| Q4 2015 | $846,000 | -9.8% | 9,710 | -11.0% | 0.15% | -16.6% |
| Q3 2015 | $938,000 | +6.6% | 10,915 | +17.8% | 0.18% | +8.0% |
| Q2 2015 | $880,000 | +6.0% | 9,263 | +7.7% | 0.16% | +7.3% |
| Q1 2015 | $830,000 | +89.5% | 8,599 | +82.0% | 0.15% | -5.0% |
| Q4 2014 | $438,000 | +6.3% | 4,724 | +0.4% | 0.16% | -9.7% |
| Q3 2014 | $412,000 | -5.3% | 4,704 | 0.0% | 0.18% | -5.4% |
| Q2 2014 | $435,000 | – | 4,704 | – | 0.19% | – |
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% |