CREATIVE FINANCIAL DESIGNS INC /ADV - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 132 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$27,755
-4.2%
5470.0%0.00%0.0%
Q2 2023$28,958
+6.4%
5470.0%0.00%
-25.0%
Q1 2023$27,208
+2.3%
5470.0%0.00%0.0%
Q4 2022$26,595
+10.8%
5470.0%0.00%0.0%
Q3 2022$24,000
-4.0%
5470.0%0.00%0.0%
Q2 2022$25,000
-16.7%
5470.0%0.00%
-20.0%
Q1 2022$30,000
-3.2%
5470.0%0.01%0.0%
Q4 2021$31,000
+10.7%
5470.0%0.01%0.0%
Q3 2021$28,000
-3.4%
5470.0%0.01%0.0%
Q2 2021$29,000
+3.6%
5470.0%0.01%0.0%
Q1 2021$28,000
+16.7%
5470.0%0.01%0.0%
Q4 2020$24,000
+26.3%
5470.0%0.01%0.0%
Q3 2020$19,000
+5.6%
5470.0%0.01%0.0%
Q2 2020$18,000
-68.4%
547
-74.7%
0.01%
-82.8%
Q1 2020$57,000
-93.6%
2,166
-89.8%
0.03%
-92.8%
Q4 2019$894,000
-2.7%
21,220
-11.9%
0.40%
-19.2%
Q3 2019$919,000
-7.8%
24,092
-3.8%
0.50%
-8.5%
Q2 2019$997,000
-13.8%
25,037
-14.8%
0.54%
-21.8%
Q1 2019$1,156,000
-27.4%
29,395
-36.7%
0.69%
-40.1%
Q4 2018$1,593,000
-30.0%
46,466
-15.6%
1.16%
-11.7%
Q3 2018$2,277,000
+5.5%
55,065
+2.4%
1.31%
+3.2%
Q2 2018$2,159,000
+6.6%
53,757
+2.6%
1.27%
-2.2%
Q1 2018$2,026,000
-5.2%
52,390
-2.8%
1.30%
-10.6%
Q4 2017$2,138,000
-3.6%
53,893
-9.5%
1.45%
+14.0%
Q3 2017$2,218,000
+7.7%
59,553
+3.5%
1.27%
-3.3%
Q2 2017$2,059,000
+0.1%
57,515
-1.4%
1.32%
-10.9%
Q1 2017$2,057,000
+8.3%
58,326
+215.2%
1.48%
-4.6%
Q4 2016$1,900,00018,5041.55%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
3D/L Capital Management, LLC 369,398$18,743,2686.09%
WIN ADVISORS, INC 227,807$11,558,9385.66%
Lauer Wealth, LLC 89,570$4,468,6654.82%
Great Point Wealth Advisors, LLC 177,990$9,031,2152.71%
THEORY FINANCIAL LLC 70,118$3,557,7872.09%
Consolidated Planning Corp 137,057$6,954,2931.54%
Breakwater Capital Group 66,189$3,177,0721.09%
Clearwater Capital Advisors, LLC 147,783$7,498,5100.92%
Team Financial Group, LLC 17,810$903,6950.75%
Aurora Private Wealth, Inc. 11,999$6090.67%
View complete list of WISDOMTREE TR shareholders