IHT Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 114 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$201,063
-81.8%
4,042
-80.8%
0.01%
-84.3%
Q2 2021$1,103,000
+51.5%
21,052
+47.2%
0.07%
+34.6%
Q1 2021$728,000
-5.0%
14,297
-29.7%
0.05%
-74.8%
Q1 2018$766,000
-4.8%
20,327
+1.9%
0.21%
-3.3%
Q4 2017$805,00019,9430.21%
Other shareholders
WISDOMTREE TR shareholders Q4 2017
NameSharesValueWeighting ↓
3D/L Capital Management, LLC 444,099$22,089,4775.86%
Lauer Wealth, LLC 83,829$4,141,9965.18%
Great Point Wealth Advisors, LLC 194,199$9,659,4393.06%
THEORY FINANCIAL LLC 70,591$3,511,1962.11%
Consolidated Planning Corp 110,889$5,515,6251.43%
Breakwater Capital Group 47,261$2,350,7620.99%
Oxler Private Wealth LLC 38,293$1,904,6650.94%
Clearwater Capital Advisors, LLC 148,225$7,372,7120.90%
Aurora Private Wealth, Inc. 11,914$5930.63%
EWG Elevate Inc. 29,509$1,467,7950.63%
View complete list of WISDOMTREE TR shareholders