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 | $502,327 | -12.8% | 9,901 | -9.0% | 0.00% | 0.0% |
Q2 2023 | $575,879 | +6.7% | 10,878 | +0.2% | 0.00% | 0.0% |
Q1 2023 | $539,835 | +11.8% | 10,853 | +9.2% | 0.00% | 0.0% |
Q4 2022 | $483,024 | +31.6% | 9,935 | +18.9% | 0.00% | 0.0% |
Q3 2022 | $367,000 | -2.9% | 8,359 | +1.7% | 0.00% | 0.0% |
Q2 2022 | $378,000 | -20.6% | 8,222 | -5.7% | 0.00% | 0.0% |
Q1 2022 | $476,000 | -1.9% | 8,719 | +1.3% | 0.00% | 0.0% |
Q4 2021 | $485,000 | +8.3% | 8,603 | +0.0% | 0.00% | 0.0% |
Q3 2021 | $448,000 | +2.8% | 8,599 | +3.2% | 0.00% | 0.0% |
Q2 2021 | $436,000 | +9.5% | 8,332 | +6.6% | 0.00% | 0.0% |
Q1 2021 | $398,000 | -1.7% | 7,819 | -16.2% | 0.00% | 0.0% |
Q4 2020 | $405,000 | +46.2% | 9,326 | +15.1% | 0.00% | 0.0% |
Q3 2020 | $277,000 | -46.6% | 8,102 | -49.1% | 0.00% | -50.0% |
Q2 2020 | $519,000 | -24.6% | 15,922 | -38.9% | 0.00% | -33.3% |
Q1 2020 | $688,000 | -68.6% | 26,053 | -49.9% | 0.00% | -57.1% |
Q4 2019 | $2,190,000 | +0.6% | 52,021 | -5.8% | 0.01% | -12.5% |
Q3 2019 | $2,178,000 | +1.3% | 55,218 | +2.7% | 0.01% | -11.1% |
Q2 2019 | $2,150,000 | +7.7% | 53,752 | +5.9% | 0.01% | 0.0% |
Q1 2019 | $1,996,000 | +25.3% | 50,742 | +9.2% | 0.01% | +12.5% |
Q4 2018 | $1,593,000 | +519.8% | 46,469 | +647.7% | 0.01% | +700.0% |
Q3 2018 | $257,000 | +21.2% | 6,215 | +17.6% | 0.00% | 0.0% |
Q2 2018 | $212,000 | +3.9% | 5,285 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $204,000 | -2.9% | 5,285 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $210,000 | +6.6% | 5,285 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $197,000 | -28.1% | 5,285 | -30.9% | 0.00% | -50.0% |
Q2 2017 | $274,000 | +18.1% | 7,649 | +16.5% | 0.00% | 0.0% |
Q1 2017 | $232,000 | -1.3% | 6,564 | +187.0% | 0.00% | -33.3% |
Q4 2016 | $235,000 | +78.0% | 2,287 | +57.7% | 0.00% | +50.0% |
Q2 2016 | $132,000 | +266.7% | 1,450 | +262.5% | 0.00% | +100.0% |
Q1 2016 | $36,000 | +2.9% | 400 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $35,000 | +2.9% | 400 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $34,000 | -10.5% | 400 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $38,000 | +533.3% | 400 | +479.7% | 0.00% | – |
Q2 2014 | $6,000 | – | 69 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Consolidated Planning Corp | 90,984 | $3,954,000 | 2.58% |
PSI Advisors, LLC | 82,387 | $3,580,000 | 2.47% |
Great Point Wealth Advisors, LLC | 82,268 | $3,575,000 | 1.53% |
Clearwater Capital Advisors, LLC | 149,576 | $6,501,000 | 0.86% |
ACG Wealth | 112,055 | $4,870,000 | 0.67% |
MONEY CONCEPTS CAPITAL CORP | 141,424 | $6,146,000 | 0.57% |
CULBERTSON A N & CO INC | 53,538 | $2,327,000 | 0.55% |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 17,868 | $777,000 | 0.52% |
HC FINANCIAL ADVISORS INC | 18,564 | $807,000 | 0.52% |
Investors Research Corp | 26,380 | $1,146,000 | 0.45% |