Newport Wealth Strategies, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 125 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Newport Wealth Strategies, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$449,000
-0.7%
8,6250.0%0.27%
+3.8%
Q2 2021$452,000
+3.0%
8,6250.0%0.26%
-4.4%
Q1 2021$439,000
-1.1%
8,625
-33.5%
0.27%
-17.8%
Q4 2020$444,000
-0.9%
12,9750.0%0.33%
-0.6%
Q3 2020$448,000
+5.9%
12,9750.0%0.33%
-13.5%
Q2 2020$423,000
+14.0%
12,9750.0%0.39%
+10.6%
Q1 2020$371,000
-31.5%
12,9750.0%0.35%
-11.4%
Q4 2019$542,000
+5.9%
12,9750.0%0.39%
-15.6%
Q3 2019$512,000
-2.1%
12,975
-1.9%
0.47%
-2.9%
Q2 2019$523,000
+0.6%
13,225
+1.9%
0.48%
-8.0%
Q1 2019$520,000
+11.1%
12,9750.0%0.52%
-18.5%
Q4 2018$468,000
-4.1%
12,9750.0%0.64%
+3.2%
Q3 2018$488,000
-6.3%
12,9750.0%0.62%
+3.2%
Q2 2018$521,000
+3.8%
12,9750.0%0.60%
+53.4%
Q1 2018$502,000
-5.1%
12,9750.0%0.39%
+3.7%
Q4 2017$529,00012,9750.38%
Other shareholders
WISDOMTREE TR shareholders Q4 2018
NameSharesValueWeighting ↓
3D/L Capital Management, LLC 488,885$25,613,0006.12%
Great Point Wealth Advisors, LLC 270,524$14,173,0004.94%
Consolidated Planning Corp 93,288$4,887,0003.62%
PSI Advisors, LLC 78,688$4,122,0002.17%
Clearwater Capital Advisors, LLC 143,348$7,510,0000.87%
ACG Wealth 91,917$4,816,0000.61%
CULBERTSON A N & CO INC 49,996$2,619,0000.55%
Oxler Private Wealth LLC 21,776$1,140,0000.50%
Investors Research Corp 26,306$1,378,0000.48%
HC FINANCIAL ADVISORS INC 15,468$810,0000.47%
View complete list of WISDOMTREE TR shareholders