PRIVATE TRUST CO NA - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 129 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
PRIVATE TRUST CO NA ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$9,0000.0%2000.0%0.00%0.0%
Q2 2022$9,000
-95.9%
200
-94.9%
0.00%
-96.7%
Q4 2021$220,000
+7.8%
3,9160.0%0.03%0.0%
Q3 2021$204,000
-0.5%
3,9160.0%0.03%
-3.2%
Q2 2021$205,000
-42.4%
3,916
-53.8%
0.03%
-53.0%
Q4 2019$356,000
+6.6%
8,4810.0%0.07%0.0%
Q3 2019$334,000
-1.5%
8,4810.0%0.07%
-2.9%
Q2 2019$339,000
-0.6%
8,481
-2.2%
0.07%
-4.2%
Q1 2019$341,000
+14.8%
8,6760.0%0.07%0.0%
Q4 2018$297,000
-5.7%
8,676
+13.6%
0.07%
+10.9%
Q3 2018$315,000
+2.9%
7,6370.0%0.06%
-3.0%
Q2 2018$306,000
-1.0%
7,637
-4.6%
0.07%
-2.9%
Q1 2018$309,000
-6.1%
8,009
-3.4%
0.07%
-2.9%
Q4 2017$329,000
-34.5%
8,292
-38.5%
0.07%
-35.8%
Q3 2017$502,000
+4.1%
13,4880.0%0.11%
+3.8%
Q2 2017$482,000
+24.5%
13,488
+22.8%
0.10%
+18.0%
Q1 2017$387,000
-33.3%
10,986
+94.2%
0.09%
-36.0%
Q4 2016$580,000
+7.2%
5,6560.0%0.14%
+5.3%
Q3 2016$541,000
+4.8%
5,6560.0%0.13%
-1.5%
Q2 2016$516,000
-25.1%
5,656
-26.1%
0.13%
-28.3%
Q1 2016$689,000
-8.6%
7,656
-11.6%
0.19%
-13.0%
Q4 2015$754,000
+1.5%
8,6560.0%0.22%
-3.6%
Q3 2015$743,000
-9.6%
8,6560.0%0.22%
-5.5%
Q2 2015$822,000
-1.6%
8,6560.0%0.24%
-1.3%
Q1 2015$835,000
+1.1%
8,656
-3.0%
0.24%
-8.8%
Q4 2014$826,000
+5.8%
8,9220.0%0.26%
-1.1%
Q3 2014$781,000
-5.3%
8,9220.0%0.26%
-1.5%
Q2 2014$825,000
+4.0%
8,9220.0%0.27%
-10.0%
Q1 2014$793,000
-19.7%
8,922
-21.9%
0.30%
-24.7%
Q4 2013$988,000
+20.6%
11,422
+9.9%
0.40%
+7.3%
Q3 2013$819,000
+4.7%
10,390
-4.4%
0.37%
+3.1%
Q2 2013$782,0000.0%10,8640.0%0.36%0.0%
Q1 2013$782,00010,8640.36%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
3D/L Capital Management, LLC 369,398$18,743,2686.09%
WIN ADVISORS, INC 227,807$11,558,9385.66%
Lauer Wealth, LLC 89,570$4,468,6654.82%
Great Point Wealth Advisors, LLC 177,990$9,031,2152.71%
THEORY FINANCIAL LLC 70,118$3,557,7872.09%
Consolidated Planning Corp 137,057$6,954,2931.54%
Breakwater Capital Group 66,189$3,177,0721.09%
Clearwater Capital Advisors, LLC 147,783$7,498,5100.92%
Team Financial Group, LLC 17,810$903,6950.75%
Aurora Private Wealth, Inc. 11,999$6090.67%
View complete list of WISDOMTREE TR shareholders