WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 132 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2019 | $4,916,000 | +0.5% | 122,905 | -1.1% | 3.36% | -5.5% |
Q1 2019 | $4,890,000 | -34.7% | 124,297 | -43.1% | 3.56% | -40.2% |
Q4 2018 | $7,487,000 | -33.9% | 218,353 | -20.2% | 5.94% | -26.4% |
Q3 2018 | $11,322,000 | +5.5% | 273,736 | +2.5% | 8.07% | -3.4% |
Q2 2018 | $10,730,000 | +2.2% | 267,119 | -1.6% | 8.35% | -7.9% |
Q1 2018 | $10,497,000 | -0.2% | 271,371 | +2.4% | 9.07% | -6.1% |
Q4 2017 | $10,518,000 | +3.6% | 265,059 | -2.8% | 9.66% | +2.8% |
Q3 2017 | $10,151,000 | +4.0% | 272,581 | -0.0% | 9.39% | +1.2% |
Q2 2017 | $9,760,000 | -1.5% | 272,629 | -3.0% | 9.28% | +1.8% |
Q1 2017 | $9,913,000 | +4.8% | 281,047 | +205.2% | 9.11% | +11.0% |
Q4 2016 | $9,455,000 | +76.9% | 92,088 | +64.8% | 8.21% | +75.0% |
Q3 2016 | $5,344,000 | +30.0% | 55,862 | +24.1% | 4.69% | +29.0% |
Q2 2016 | $4,111,000 | +2.7% | 45,028 | +1.4% | 3.64% | -8.2% |
Q1 2016 | $4,003,000 | -18.4% | 44,428 | -21.1% | 3.96% | -11.8% |
Q4 2015 | $4,906,000 | – | 56,302 | – | 4.50% | – |
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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% |