WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 146 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |