WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 127 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,217,608 | -5.9% | 23,997 | -1.8% | 0.00% | 0.0% |
| Q2 2023 | $1,293,810 | +4.3% | 24,439 | -2.0% | 0.00% | 0.0% |
| Q1 2023 | $1,240,269 | +2.1% | 24,935 | -0.2% | 0.00% | 0.0% |
| Q4 2022 | $1,215,062 | +7.1% | 24,991 | -3.2% | 0.00% | 0.0% |
| Q3 2022 | $1,135,000 | -4.3% | 25,817 | +0.1% | 0.00% | 0.0% |
| Q2 2022 | $1,186,000 | -10.9% | 25,791 | +6.0% | 0.00% | 0.0% |
| Q1 2022 | $1,331,000 | -4.7% | 24,336 | -1.9% | 0.00% | 0.0% |
| Q4 2021 | $1,397,000 | +9.0% | 24,816 | +0.7% | 0.00% | 0.0% |
| Q3 2021 | $1,282,000 | +1.3% | 24,651 | +2.1% | 0.00% | 0.0% |
| Q2 2021 | $1,265,000 | +3.7% | 24,154 | +0.8% | 0.00% | 0.0% |
| Q1 2021 | $1,220,000 | +24.7% | 23,956 | +6.5% | 0.00% | 0.0% |
| Q4 2020 | $978,000 | +13.6% | 22,499 | -10.7% | 0.00% | 0.0% |
| Q3 2020 | $861,000 | -5.8% | 25,184 | -10.2% | 0.00% | 0.0% |
| Q2 2020 | $914,000 | +144.4% | 28,055 | +98.0% | 0.00% | 0.0% |
| Q1 2020 | $374,000 | -50.2% | 14,168 | -20.6% | 0.00% | 0.0% |
| Q4 2019 | $751,000 | +11.4% | 17,841 | +4.5% | 0.00% | 0.0% |
| Q3 2019 | $674,000 | -3.7% | 17,077 | -2.4% | 0.00% | 0.0% |
| Q2 2019 | $700,000 | +5.3% | 17,497 | +3.6% | 0.00% | 0.0% |
| Q1 2019 | $665,000 | +20.3% | 16,892 | +4.8% | 0.00% | 0.0% |
| Q4 2018 | $553,000 | -88.6% | 16,125 | -86.3% | 0.00% | -87.5% |
| Q3 2018 | $4,868,000 | +12.6% | 117,693 | +9.3% | 0.01% | +14.3% |
| Q2 2018 | $4,325,000 | +582.2% | 107,677 | +556.7% | 0.01% | +600.0% |
| Q1 2018 | $634,000 | +13.2% | 16,396 | +16.2% | 0.00% | 0.0% |
| Q4 2017 | $560,000 | -3.3% | 14,109 | -9.3% | 0.00% | 0.0% |
| Q3 2017 | $579,000 | -34.1% | 15,552 | -36.6% | 0.00% | -50.0% |
| Q2 2017 | $879,000 | +6.8% | 24,549 | +5.2% | 0.00% | 0.0% |
| Q1 2017 | $823,000 | +40.0% | 23,338 | +307.3% | 0.00% | 0.0% |
| Q4 2016 | $588,000 | +113.0% | 5,730 | +98.9% | 0.00% | +100.0% |
| Q3 2016 | $276,000 | +14.0% | 2,881 | +8.5% | 0.00% | 0.0% |
| Q2 2016 | $242,000 | -30.9% | 2,655 | -31.6% | 0.00% | 0.0% |
| Q1 2016 | $350,000 | – | 3,883 | – | 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% |