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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $28,000 | +7.7% | 653 | -13.3% | 0.01% | 0.0% |
| Q3 2020 | $26,000 | -10.3% | 753 | -16.6% | 0.01% | -14.3% |
| Q2 2020 | $29,000 | +3.6% | 903 | -14.2% | 0.01% | -12.5% |
| Q1 2020 | $28,000 | -36.4% | 1,052 | +0.1% | 0.01% | -27.3% |
| Q4 2019 | $44,000 | -99.6% | 1,051 | -99.7% | 0.01% | -99.7% |
| Q4 2018 | $12,366,000 | -12.4% | 360,632 | -2.6% | 4.00% | -13.1% |
| Q3 2018 | $14,110,000 | +605.5% | 370,334 | +653.2% | 4.60% | +600.6% |
| Q2 2018 | $2,000,000 | +91.2% | 49,165 | +81.9% | 0.66% | +80.7% |
| Q1 2018 | $1,046,000 | +1.6% | 27,031 | +4.2% | 0.36% | +0.8% |
| Q4 2017 | $1,030,000 | +26.4% | 25,950 | +18.6% | 0.36% | +5.0% |
| Q3 2017 | $815,000 | +49.3% | 21,887 | +43.5% | 0.34% | +27.0% |
| Q2 2017 | $546,000 | -1.8% | 15,253 | -3.3% | 0.27% | -5.3% |
| Q1 2017 | $556,000 | – | 15,772 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D/L Capital Management, LLC | 444,099 | $22,089,477 | 5.86% |
| Lauer Wealth, LLC | 83,829 | $4,141,996 | 5.18% |
| Great Point Wealth Advisors, LLC | 194,199 | $9,659,439 | 3.06% |
| THEORY FINANCIAL LLC | 70,591 | $3,511,196 | 2.11% |
| Consolidated Planning Corp | 110,889 | $5,515,625 | 1.43% |
| Breakwater Capital Group | 47,261 | $2,350,762 | 0.99% |
| Oxler Private Wealth LLC | 38,293 | $1,904,665 | 0.94% |
| Clearwater Capital Advisors, LLC | 148,225 | $7,372,712 | 0.90% |
| Aurora Private Wealth, Inc. | 11,914 | $593 | 0.63% |
| EWG Elevate Inc. | 29,509 | $1,467,795 | 0.63% |