WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 156 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $16,000 | +14.3% | 323 | 0.0% | 0.00% | – |
| Q4 2020 | $14,000 | +27.3% | 323 | 0.0% | 0.00% | – |
| Q3 2020 | $11,000 | -8.3% | 323 | -15.0% | 0.00% | – |
| Q2 2020 | $12,000 | +20.0% | 380 | 0.0% | 0.00% | – |
| Q1 2020 | $10,000 | -37.5% | 380 | 0.0% | 0.00% | – |
| Q4 2019 | $16,000 | -72.9% | 380 | -74.5% | 0.00% | – |
| Q3 2019 | $59,000 | +31.1% | 1,490 | +31.9% | 0.00% | – |
| Q2 2019 | $45,000 | +2.3% | 1,130 | 0.0% | 0.00% | – |
| Q1 2019 | $44,000 | +12.8% | 1,130 | 0.0% | 0.00% | – |
| Q4 2018 | $39,000 | -17.0% | 1,130 | 0.0% | 0.00% | – |
| Q3 2018 | $47,000 | +56.7% | 1,130 | +50.7% | 0.00% | – |
| Q2 2018 | $30,000 | -37.5% | 750 | -40.0% | 0.00% | – |
| Q1 2018 | $48,000 | -65.2% | 1,251 | -67.9% | 0.00% | -100.0% |
| Q1 2017 | $138,000 | +3.8% | 3,900 | +200.0% | 0.00% | 0.0% |
| Q4 2016 | $133,000 | +7.3% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $124,000 | +4.2% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $119,000 | +1.7% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $117,000 | +3.5% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $113,000 | +0.9% | 1,300 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $112,000 | – | 1,300 | – | 0.00% | – |
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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% |