Wealthspire Advisors, L.P. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 127 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2020$277,000
-37.3%
10,5000.0%0.02%
-20.0%
Q4 2019$442,000
+6.8%
10,5000.0%0.03%0.0%
Q3 2019$414,000
-1.4%
10,5000.0%0.03%
-3.2%
Q2 2019$420,000
+1.7%
10,5000.0%0.03%0.0%
Q1 2019$413,000
+14.7%
10,5000.0%0.03%
-3.1%
Q4 2018$360,000
-23.9%
10,500
-8.3%
0.03%
-17.9%
Q3 2018$473,000
+2.8%
11,4450.0%0.04%
-7.1%
Q2 2018$460,000
+3.8%
11,4450.0%0.04%0.0%
Q1 2018$443,000
-2.4%
11,4450.0%0.04%
-4.5%
Q4 2017$454,000
+6.6%
11,4450.0%0.04%
-4.3%
Q3 2017$426,000
+13.3%
11,445
+9.0%
0.05%
+2.2%
Q2 2017$376,000
+1.6%
10,5000.0%0.04%
-15.1%
Q1 2017$370,000
+3.1%
10,500
+200.0%
0.05%
-1.9%
Q4 2016$359,000
+4.4%
3,500
-2.8%
0.05%0.0%
Q3 2016$344,000
+4.6%
3,6000.0%0.05%
-1.8%
Q2 2016$329,000
+1.5%
3,6000.0%0.06%
-3.5%
Q1 2016$324,000
+3.2%
3,6000.0%0.06%
-1.7%
Q4 2015$314,0003,6000.06%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
NameSharesValueWeighting ↓
TAIYO LIFE INSURANCE CO 880,000$35,200,00017.88%
RVW Wealth, LLC 824,616$32,985,0007.86%
3D ASSET MANAGEMENT, INC 553,096$22,124,0005.39%
QUEST CAPITAL MANAGEMENT INC /ADV 489,261$19,570,0005.00%
TMD & ASSOCIATES, INC 122,905$4,916,0003.36%
CAPITAL WEALTH MANAGEMENT, LLC 72,534$2,902,0002.89%
Hefren-Tillotson, Inc. 249,490$9,980,0002.76%
Avestar Capital, LLC 74,522$2,978,0001.89%
Marietta Wealth Management, LLC 108,363$4,335,0001.69%
Orgel Wealth Management, LLC 104,594$4,184,0001.63%
View complete list of WISDOMTREE TR shareholders