Intellectus Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 85 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Intellectus Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2019$45,000
-4.3%
1,1340.0%0.02%
+18.8%
Q3 2018$47,000
+2.2%
1,1340.0%0.02%
-5.9%
Q2 2018$46,000
+4.5%
1,1340.0%0.02%
+13.3%
Q1 2018$44,000
-2.2%
1,1340.0%0.02%
-11.8%
Q4 2017$45,000
+7.1%
1,1340.0%0.02%0.0%
Q3 2017$42,000
+2.4%
1,1340.0%0.02%
-5.6%
Q2 2017$41,0001,1340.02%
Other shareholders
WISDOMTREE TR shareholders Q3 2017
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