WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 130 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,633,000 | +3.7% | 110,078 | -2.9% | 1.53% | -6.3% |
| Q3 2019 | $4,469,000 | +3.1% | 113,314 | +4.6% | 1.63% | -3.5% |
| Q2 2019 | $4,335,000 | +7.1% | 108,363 | +5.3% | 1.69% | +1.5% |
| Q1 2019 | $4,048,000 | +7.0% | 102,890 | -6.7% | 1.66% | -8.1% |
| Q4 2018 | $3,782,000 | -33.2% | 110,282 | -19.4% | 1.81% | -27.6% |
| Q3 2018 | $5,658,000 | +1.9% | 136,803 | -1.1% | 2.50% | -7.8% |
| Q2 2018 | $5,554,000 | +10.6% | 138,273 | +6.5% | 2.71% | +2.9% |
| Q1 2018 | $5,022,000 | +0.3% | 129,823 | +2.8% | 2.64% | -2.8% |
| Q4 2017 | $5,009,000 | +11.0% | 126,231 | +4.2% | 2.71% | +7.4% |
| Q3 2017 | $4,511,000 | +27.0% | 121,123 | +22.0% | 2.52% | +17.0% |
| Q2 2017 | $3,553,000 | +6.5% | 99,249 | +4.9% | 2.16% | -2.5% |
| Q1 2017 | $3,336,000 | +30.3% | 94,590 | +279.2% | 2.22% | +8.0% |
| Q4 2016 | $2,561,000 | – | 24,947 | – | 2.05% | – |
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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% |