CreativeOne Wealth, LLC - WISDOMTREE TR ownership

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
CreativeOne Wealth, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$402,000
-52.1%
9,554
-55.1%
0.07%
-58.0%
Q3 2019$839,000
-41.7%
21,269
-40.9%
0.16%
-46.4%
Q2 2019$1,439,000
+3.0%
35,984
+1.4%
0.30%
-17.3%
Q1 2019$1,397,000
+39.1%
35,499
+21.2%
0.36%
+8.0%
Q4 2018$1,004,00029,2780.34%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
NameSharesValueWeighting ↓
3D/L Capital Management, LLC 444,099$22,089,4775.86%
Lauer Wealth, LLC 83,829$4,141,9965.18%
Great Point Wealth Advisors, LLC 194,199$9,659,4393.06%
THEORY FINANCIAL LLC 70,591$3,511,1962.11%
Consolidated Planning Corp 110,889$5,515,6251.43%
Breakwater Capital Group 47,261$2,350,7620.99%
Oxler Private Wealth LLC 38,293$1,904,6650.94%
Clearwater Capital Advisors, LLC 148,225$7,372,7120.90%
Aurora Private Wealth, Inc. 11,914$5930.63%
EWG Elevate Inc. 29,509$1,467,7950.63%
View complete list of WISDOMTREE TR shareholders