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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,296 | -4.2% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $21,176 | +6.4% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $19,896 | +563.2% | 400 | +426.3% | 0.00% | – |
| Q2 2018 | $3,000 | +50.0% | 76 | +18.8% | 0.00% | – |
| Q1 2018 | $2,000 | -33.3% | 64 | 0.0% | 0.00% | – |
| Q4 2017 | $3,000 | +50.0% | 64 | 0.0% | 0.00% | – |
| Q3 2017 | $2,000 | 0.0% | 64 | 0.0% | 0.00% | – |
| Q2 2017 | $2,000 | -33.3% | 64 | -14.7% | 0.00% | – |
| Q1 2017 | $3,000 | 0.0% | 75 | +141.9% | 0.00% | – |
| Q4 2016 | $3,000 | 0.0% | 31 | 0.0% | 0.00% | – |
| Q3 2016 | $3,000 | 0.0% | 31 | -18.4% | 0.00% | – |
| Q2 2016 | $3,000 | 0.0% | 38 | 0.0% | 0.00% | – |
| Q1 2016 | $3,000 | 0.0% | 38 | 0.0% | 0.00% | – |
| Q4 2015 | $3,000 | 0.0% | 38 | 0.0% | 0.00% | – |
| Q3 2015 | $3,000 | -25.0% | 38 | 0.0% | 0.00% | -100.0% |
| Q2 2015 | $4,000 | 0.0% | 38 | -13.6% | 0.00% | 0.0% |
| Q1 2015 | $4,000 | -20.0% | 44 | -15.4% | 0.00% | 0.0% |
| Q4 2014 | $5,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $5,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $5,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $5,000 | +66.7% | 52 | +30.0% | 0.00% | 0.0% |
| Q4 2013 | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $3,000 | -25.0% | 40 | -33.3% | 0.00% | 0.0% |
| Q2 2013 | $4,000 | – | 60 | – | 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% |