WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 156 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $43,777 | -83.2% | 900 | -84.9% | 0.00% | -88.9% |
| Q4 2020 | $260,000 | -85.8% | 5,977 | -88.8% | 0.01% | -85.9% |
| Q3 2020 | $1,830,000 | +5.8% | 53,525 | +0.8% | 0.06% | -5.9% |
| Q2 2020 | $1,730,000 | +46.6% | 53,091 | +18.9% | 0.07% | +19.3% |
| Q1 2020 | $1,180,000 | -34.9% | 44,650 | +3.6% | 0.06% | -20.8% |
| Q4 2019 | $1,813,000 | +5.7% | 43,090 | -0.9% | 0.07% | -5.3% |
| Q3 2019 | $1,716,000 | -2.6% | 43,502 | -1.2% | 0.08% | -29.6% |
| Q2 2019 | $1,761,000 | +0.1% | 44,016 | -1.6% | 0.11% | -5.3% |
| Q1 2019 | $1,760,000 | +16.9% | 44,750 | +2.0% | 0.11% | +17.5% |
| Q4 2018 | $1,505,000 | -22.3% | 43,893 | -6.3% | 0.10% | -34.9% |
| Q3 2018 | $1,938,000 | +8.6% | 46,857 | +5.5% | 0.15% | -8.6% |
| Q2 2018 | $1,785,000 | -69.7% | 44,425 | +26824.2% | 0.16% | +16200.0% |
| Q2 2017 | $5,891,000 | – | 165 | – | 0.00% | – |
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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% |