Wealthspire Advisors, L.P. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 120 filers reported holding WISDOMTREE TR in Q2 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 Q2 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