Covenant Asset Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 120 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Covenant Asset Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$487,000
-7.9%
11,568
-13.7%
0.21%
-19.9%
Q3 2019$529,000
-8.8%
13,408
-7.6%
0.27%
-11.6%
Q2 2019$580,000
-4.8%
14,503
-6.3%
0.30%
-5.9%
Q1 2019$609,000
-23.4%
15,478
-19.4%
0.32%
-20.2%
Q4 2018$795,0000.0%19,2130.0%0.40%0.0%
Q3 2018$795,000
+4.3%
19,213
+1.3%
0.40%
-2.7%
Q2 2018$762,000
+6.1%
18,971
+2.2%
0.41%
-0.7%
Q1 2018$718,000
-3.2%
18,561
-0.7%
0.42%
-3.7%
Q4 2017$742,000
+3.6%
18,700
-2.7%
0.43%
-1.4%
Q3 2017$716,000
+4.1%
19,2250.0%0.44%
-0.7%
Q2 2017$688,000
+5.8%
19,225
+4.3%
0.44%
+0.5%
Q1 2017$650,000
+6.6%
18,425
+209.9%
0.44%
+7.1%
Q4 2016$610,0005,9450.41%
Other shareholders
WISDOMTREE TR shareholders Q3 2018
NameSharesValueWeighting ↓
TAIYO LIFE INSURANCE CO 880,000$34,918,00025.28%
TMD & ASSOCIATES, INC 265,059$10,518,0009.66%
Avestar Capital, LLC 114,374$4,514,0003.37%
CAPITAL WEALTH MANAGEMENT, LLC 90,491$3,591,0003.10%
Marietta Wealth Management, LLC 126,231$5,009,0002.71%
Squar Milner Financial Services LLC 41,553$1,719,0002.08%
Hefren-Tillotson, Inc. 172,398$6,840,0001.91%
Family Legacy, Inc. 42,370$1,681,0001.52%
CREATIVE FINANCIAL DESIGNS INC /ADV 53,893$2,138,0001.45%
3D ASSET MANAGEMENT, INC 139,240$5,525,0001.28%
View complete list of WISDOMTREE TR shareholders