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 | $2,417,203 | -4.4% | 47,639 | -0.3% | 0.48% | -0.8% |
| Q2 2023 | $2,528,944 | +4.3% | 47,770 | -2.1% | 0.49% | -1.2% |
| Q1 2023 | $2,425,820 | -0.7% | 48,770 | -2.9% | 0.50% | -3.7% |
| Q4 2022 | $2,441,774 | +9.9% | 50,222 | -0.6% | 0.51% | -0.2% |
| Q3 2022 | $2,221,000 | -5.1% | 50,521 | -0.8% | 0.52% | +1.4% |
| Q2 2022 | $2,341,000 | -16.1% | 50,936 | -0.2% | 0.51% | -3.2% |
| Q1 2022 | $2,790,000 | -5.7% | 51,036 | -2.9% | 0.52% | -5.7% |
| Q4 2021 | $2,958,000 | +4.2% | 52,568 | -3.7% | 0.56% | -4.1% |
| Q3 2021 | $2,839,000 | +8.4% | 54,595 | +9.2% | 0.58% | +6.4% |
| Q2 2021 | $2,619,000 | +2.2% | 49,996 | -0.6% | 0.55% | -3.2% |
| Q1 2021 | $2,562,000 | +10.1% | 50,296 | -6.1% | 0.56% | +2.0% |
| Q4 2020 | $2,327,000 | +20.2% | 53,538 | -5.4% | 0.55% | +8.2% |
| Q3 2020 | $1,936,000 | +1.9% | 56,619 | -2.9% | 0.51% | -2.1% |
| Q2 2020 | $1,899,000 | +23.2% | 58,292 | -0.1% | 0.52% | +4.6% |
| Q1 2020 | $1,541,000 | -39.8% | 58,339 | -4.1% | 0.50% | -24.4% |
| Q4 2019 | $2,561,000 | +7.2% | 60,848 | +0.4% | 0.66% | +1.2% |
| Q3 2019 | $2,390,000 | -1.8% | 60,590 | -0.4% | 0.65% | -3.6% |
| Q2 2019 | $2,433,000 | +2.4% | 60,815 | +0.7% | 0.68% | -1.3% |
| Q1 2019 | $2,375,000 | +18.3% | 60,366 | +3.1% | 0.68% | +7.0% |
| Q4 2018 | $2,008,000 | -16.4% | 58,551 | +0.8% | 0.64% | -2.1% |
| Q3 2018 | $2,402,000 | +12.2% | 58,075 | +9.0% | 0.65% | +2.8% |
| Q2 2018 | $2,140,000 | +3.6% | 53,275 | -0.3% | 0.64% | +2.9% |
| Q1 2018 | $2,066,000 | -8.5% | 53,419 | -6.1% | 0.62% | -2.8% |
| Q4 2017 | $2,257,000 | +13.8% | 56,868 | +6.8% | 0.64% | +5.1% |
| Q3 2017 | $1,983,000 | +9.1% | 53,248 | +4.9% | 0.60% | +5.0% |
| Q2 2017 | $1,817,000 | +10.1% | 50,750 | +8.4% | 0.58% | +7.1% |
| Q1 2017 | $1,651,000 | +15.9% | 46,800 | +237.5% | 0.54% | +10.9% |
| Q4 2016 | $1,424,000 | +5.0% | 13,865 | -2.2% | 0.48% | +0.6% |
| Q3 2016 | $1,356,000 | +4.0% | 14,178 | -0.7% | 0.48% | 0.0% |
| Q2 2016 | $1,304,000 | +1.4% | 14,278 | 0.0% | 0.48% | -3.4% |
| Q1 2016 | $1,286,000 | +3.4% | 14,278 | 0.0% | 0.50% | +1.4% |
| Q4 2015 | $1,244,000 | +16.0% | 14,278 | +14.5% | 0.49% | +8.8% |
| Q3 2015 | $1,072,000 | -12.6% | 12,473 | -3.4% | 0.45% | -5.4% |
| Q2 2015 | $1,226,000 | +6.3% | 12,911 | +8.1% | 0.48% | +4.1% |
| Q1 2015 | $1,153,000 | +4.2% | 11,948 | 0.0% | 0.46% | +0.4% |
| Q4 2014 | $1,107,000 | +12.8% | 11,948 | +6.6% | 0.46% | +8.3% |
| Q3 2014 | $981,000 | -17.2% | 11,205 | -12.6% | 0.42% | -18.1% |
| Q2 2014 | $1,185,000 | +8.9% | 12,815 | +4.7% | 0.52% | +1.6% |
| Q1 2014 | $1,088,000 | +5.4% | 12,240 | +2.6% | 0.51% | +1.0% |
| Q4 2013 | $1,032,000 | +13.2% | 11,925 | +3.0% | 0.50% | +2.7% |
| Q3 2013 | $912,000 | +19.5% | 11,575 | +9.2% | 0.49% | +14.0% |
| Q2 2013 | $763,000 | – | 10,600 | – | 0.43% | – |
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% |