WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 137 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $158,790 | +6.4% | 3,000 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $149,220 | -34.4% | 3,000 | -35.9% | 0.00% | -25.0% |
| Q4 2022 | $227,494 | +10.4% | 4,680 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $206,000 | +15.1% | 4,680 | +20.0% | 0.00% | 0.0% |
| Q2 2022 | $179,000 | -16.0% | 3,900 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $213,000 | -2.7% | 3,900 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $219,000 | – | 3,900 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D/L Capital Management, LLC | 488,885 | $25,613,000 | 6.12% |
| Great Point Wealth Advisors, LLC | 270,524 | $14,173,000 | 4.94% |
| Consolidated Planning Corp | 93,288 | $4,887,000 | 3.62% |
| PSI Advisors, LLC | 78,688 | $4,122,000 | 2.17% |
| Clearwater Capital Advisors, LLC | 143,348 | $7,510,000 | 0.87% |
| ACG Wealth | 91,917 | $4,816,000 | 0.61% |
| CULBERTSON A N & CO INC | 49,996 | $2,619,000 | 0.55% |
| Oxler Private Wealth LLC | 21,776 | $1,140,000 | 0.50% |
| Investors Research Corp | 26,306 | $1,378,000 | 0.48% |
| HC FINANCIAL ADVISORS INC | 15,468 | $810,000 | 0.47% |