WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 115 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $26,000 | -3.7% | 669 | 0.0% | 0.01% | +25.0% |
| Q4 2017 | $27,000 | -46.0% | 669 | -50.1% | 0.01% | -50.0% |
| Q3 2017 | $50,000 | -27.5% | 1,342 | -30.7% | 0.02% | -33.3% |
| Q2 2017 | $69,000 | -47.7% | 1,936 | -48.3% | 0.02% | -53.8% |
| Q1 2017 | $132,000 | -95.0% | 3,748 | -85.4% | 0.05% | -94.7% |
| Q4 2016 | $2,631,000 | +9.3% | 25,629 | +1.8% | 0.97% | +10.7% |
| Q3 2016 | $2,408,000 | -0.7% | 25,170 | -5.3% | 0.88% | -22.9% |
| Q2 2016 | $2,425,000 | +1.9% | 26,566 | +0.6% | 1.14% | +11.9% |
| Q1 2016 | $2,379,000 | +8.5% | 26,406 | +4.9% | 1.02% | -10.5% |
| Q4 2015 | $2,193,000 | +5.4% | 25,169 | +3.9% | 1.14% | -4.1% |
| Q3 2015 | $2,080,000 | – | 24,214 | – | 1.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D/L Capital Management, LLC | 369,398 | $18,743,268 | 6.09% |
| WIN ADVISORS, INC | 227,807 | $11,558,938 | 5.66% |
| Lauer Wealth, LLC | 89,570 | $4,468,665 | 4.82% |
| Great Point Wealth Advisors, LLC | 177,990 | $9,031,215 | 2.71% |
| THEORY FINANCIAL LLC | 70,118 | $3,557,787 | 2.09% |
| Consolidated Planning Corp | 137,057 | $6,954,293 | 1.54% |
| Breakwater Capital Group | 66,189 | $3,177,072 | 1.09% |
| Clearwater Capital Advisors, LLC | 147,783 | $7,498,510 | 0.92% |
| Team Financial Group, LLC | 17,810 | $903,695 | 0.75% |
| Aurora Private Wealth, Inc. | 11,999 | $609 | 0.67% |