WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 113 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $9,000 | 0.0% | 185 | 0.0% | 0.00% | – |
| Q4 2020 | $9,000 | -25.0% | 185 | -49.9% | 0.00% | -100.0% |
| Q2 2020 | $12,000 | -76.9% | 369 | -81.3% | 0.00% | -85.7% |
| Q1 2020 | $52,000 | -23.5% | 1,977 | +22.9% | 0.01% | -12.5% |
| Q4 2019 | $68,000 | +7.9% | 1,608 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $63,000 | -1.6% | 1,608 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $64,000 | +1.6% | 1,608 | 0.0% | 0.01% | +14.3% |
| Q1 2019 | $63,000 | +14.5% | 1,608 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $55,000 | -17.9% | 1,608 | 0.0% | 0.01% | -12.5% |
| Q3 2018 | $67,000 | +3.1% | 1,608 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $65,000 | -19.8% | 1,608 | -23.0% | 0.01% | -20.0% |
| Q1 2018 | $81,000 | -45.6% | 2,088 | -44.5% | 0.01% | -44.4% |
| Q4 2017 | $149,000 | +6.4% | 3,765 | 0.0% | 0.02% | +5.9% |
| Q3 2017 | $140,000 | -2.1% | 3,765 | -5.9% | 0.02% | -5.6% |
| Q2 2017 | $143,000 | -5.9% | 4,002 | -6.8% | 0.02% | -10.0% |
| Q1 2017 | $152,000 | -1.3% | 4,296 | +185.8% | 0.02% | -16.7% |
| Q4 2016 | $154,000 | +6.9% | 1,503 | 0.0% | 0.02% | +9.1% |
| Q3 2016 | $144,000 | -17.7% | 1,503 | -21.6% | 0.02% | -18.5% |
| Q2 2016 | $175,000 | -20.1% | 1,918 | -21.2% | 0.03% | -22.9% |
| Q1 2016 | $219,000 | – | 2,433 | – | 0.04% | – |
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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% |