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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,796,000 | -16.4% | 133,957 | -12.7% | 0.00% | 0.0% |
| Q2 2023 | $8,128,000 | +34.8% | 153,530 | +26.7% | 0.00% | 0.0% |
| Q1 2023 | $6,029,000 | -25.2% | 121,219 | -26.9% | 0.00% | 0.0% |
| Q4 2022 | $8,060,000 | +14.7% | 165,764 | +3.7% | 0.00% | 0.0% |
| Q3 2022 | $7,029,000 | -21.9% | 159,837 | -18.3% | 0.00% | -33.3% |
| Q2 2022 | $8,995,000 | +352.2% | 195,657 | +437.8% | 0.00% | – |
| Q1 2022 | $1,989,000 | -15.2% | 36,379 | -12.7% | 0.00% | -100.0% |
| Q4 2021 | $2,346,000 | +29.8% | 41,680 | +20.0% | 0.00% | – |
| Q3 2021 | $1,807,000 | -3.3% | 34,742 | -2.6% | 0.00% | – |
| Q2 2021 | $1,869,000 | +17.7% | 35,656 | +14.3% | 0.00% | – |
| Q1 2021 | $1,588,000 | -69.6% | 31,185 | -74.0% | 0.00% | -100.0% |
| Q4 2020 | $5,218,000 | +84.9% | 120,075 | +45.5% | 0.00% | +100.0% |
| Q3 2020 | $2,822,000 | +34.9% | 82,535 | +28.5% | 0.00% | 0.0% |
| Q2 2020 | $2,092,000 | -38.5% | 64,220 | -50.1% | 0.00% | -50.0% |
| Q1 2020 | $3,399,000 | -26.9% | 128,655 | +16.5% | 0.00% | 0.0% |
| Q4 2019 | $4,647,000 | +5.2% | 110,406 | -1.4% | 0.00% | 0.0% |
| Q3 2019 | $4,416,000 | -4.6% | 111,948 | -3.3% | 0.00% | 0.0% |
| Q2 2019 | $4,629,000 | -1.4% | 115,715 | -3.0% | 0.00% | 0.0% |
| Q1 2019 | $4,694,000 | +48.1% | 119,341 | +29.1% | 0.00% | 0.0% |
| Q4 2018 | $3,169,000 | -20.4% | 92,440 | -4.0% | 0.00% | 0.0% |
| Q3 2018 | $3,983,000 | +10.5% | 96,306 | +7.4% | 0.00% | 0.0% |
| Q2 2018 | $3,603,000 | +4.1% | 89,678 | +0.2% | 0.00% | 0.0% |
| Q1 2018 | $3,461,000 | -8.1% | 89,469 | -5.7% | 0.00% | 0.0% |
| Q4 2017 | $3,767,000 | +32.2% | 94,925 | +24.0% | 0.00% | +100.0% |
| Q3 2017 | $2,850,000 | +5.7% | 76,546 | +1.6% | 0.00% | 0.0% |
| Q2 2017 | $2,697,000 | -8.7% | 75,314 | -10.1% | 0.00% | -50.0% |
| Q1 2017 | $2,954,000 | +16.0% | 83,761 | +237.8% | 0.00% | +100.0% |
| Q4 2016 | $2,546,000 | +43.0% | 24,797 | +33.1% | 0.00% | 0.0% |
| Q3 2016 | $1,781,000 | +10.8% | 18,625 | +5.7% | 0.00% | 0.0% |
| Q2 2016 | $1,608,000 | -28.8% | 17,613 | -29.8% | 0.00% | 0.0% |
| Q1 2016 | $2,259,000 | +73.9% | 25,074 | +68.1% | 0.00% | 0.0% |
| Q4 2015 | $1,299,000 | -0.5% | 14,913 | -1.9% | 0.00% | 0.0% |
| Q3 2015 | $1,306,000 | -9.2% | 15,199 | +0.4% | 0.00% | 0.0% |
| Q2 2015 | $1,438,000 | +53.8% | 15,137 | +56.2% | 0.00% | 0.0% |
| Q1 2015 | $935,000 | +5.3% | 9,691 | +1.0% | 0.00% | 0.0% |
| Q4 2014 | $888,000 | -4.3% | 9,593 | -9.4% | 0.00% | 0.0% |
| Q3 2014 | $928,000 | +57.0% | 10,592 | +65.8% | 0.00% | – |
| Q2 2014 | $591,000 | +667.5% | 6,389 | +634.4% | 0.00% | – |
| Q1 2014 | $77,000 | +175.0% | 870 | +167.7% | 0.00% | – |
| Q4 2013 | $28,000 | -97.3% | 325 | -97.5% | 0.00% | -100.0% |
| Q3 2013 | $1,038,000 | +1896.2% | 13,176 | +1717.4% | 0.00% | – |
| Q2 2013 | $52,000 | – | 725 | – | 0.00% | – |
Download | ||||||
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% |