Capital Advisors, Ltd. LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 127 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$63
-3.1%
1,2320.0%0.01%0.0%
Q2 2023$65
+6.6%
1,2320.0%0.01%0.0%
Q1 2023$61
+1.7%
1,2320.0%0.01%0.0%
Q4 2022$60
-99.9%
1,2320.0%0.01%
-9.1%
Q3 2022$54,000
-5.3%
1,2320.0%0.01%0.0%
Q2 2022$57,000
-14.9%
1,2320.0%0.01%0.0%
Q1 2022$67,000
-2.9%
1,2320.0%0.01%0.0%
Q4 2021$69,000
+7.8%
1,2320.0%0.01%0.0%
Q3 2021$64,000
-1.5%
1,2320.0%0.01%
-8.3%
Q2 2021$65,000
+3.2%
1,2320.0%0.01%0.0%
Q1 2021$63,000
+16.7%
1,2320.0%0.01%0.0%
Q4 2020$54,000
+28.6%
1,2320.0%0.01%
+20.0%
Q3 2020$42,000
+5.0%
1,2320.0%0.01%
-9.1%
Q2 2020$40,000
+21.2%
1,2320.0%0.01%
+10.0%
Q1 2020$33,000
-56.0%
1,232
-31.2%
0.01%
-47.4%
Q4 2019$75,000
+5.6%
1,7920.0%0.02%
-5.0%
Q3 2019$71,000
-1.4%
1,7920.0%0.02%0.0%
Q2 2019$72,000
+2.9%
1,7920.0%0.02%
+5.3%
Q1 2019$70,000
+14.8%
1,7920.0%0.02%
+5.6%
Q4 2018$61,000
-17.6%
1,7920.0%0.02%
-14.3%
Q3 2018$74,000
+2.8%
1,7920.0%0.02%
-4.5%
Q2 2018$72,000
+4.3%
1,7920.0%0.02%0.0%
Q1 2018$69,000
-2.8%
1,7920.0%0.02%
-4.3%
Q4 2017$71,000
-31.7%
1,792
-35.8%
0.02%
-36.1%
Q3 2017$104,000
+4.0%
2,7920.0%0.04%
-2.7%
Q2 2017$100,000
+26.6%
2,792
+25.1%
0.04%
+23.3%
Q1 2017$79,000
+3.9%
2,232
+200.0%
0.03%
-3.2%
Q4 2016$76,000
+7.0%
7440.0%0.03%0.0%
Q3 2016$71,000
+4.4%
7440.0%0.03%
-3.1%
Q2 2016$68,000
+1.5%
7440.0%0.03%
-3.0%
Q1 2016$67,000
+3.1%
7440.0%0.03%
-2.9%
Q4 2015$65,000
+1.6%
7440.0%0.03%
-2.9%
Q3 2015$64,000
-9.9%
7440.0%0.04%
-5.4%
Q2 2015$71,000
+82.1%
744
+83.7%
0.04%
+85.0%
Q1 2015$39,000
+2.6%
4050.0%0.02%
-4.8%
Q4 2014$38,0004050.02%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
3D/L Capital Management, LLC 369,398$18,743,2686.09%
WIN ADVISORS, INC 227,807$11,558,9385.66%
Lauer Wealth, LLC 89,570$4,468,6654.82%
Great Point Wealth Advisors, LLC 177,990$9,031,2152.71%
THEORY FINANCIAL LLC 70,118$3,557,7872.09%
Consolidated Planning Corp 137,057$6,954,2931.54%
Breakwater Capital Group 66,189$3,177,0721.09%
Clearwater Capital Advisors, LLC 147,783$7,498,5100.92%
Team Financial Group, LLC 17,810$903,6950.75%
Aurora Private Wealth, Inc. 11,999$6090.67%
View complete list of WISDOMTREE TR shareholders