IHT Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 123 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q2 2018
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