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 2024 | $537,448 | +139.4% | 9,300 | +152.8% | 0.00% | +100.0% |
| Q1 2024 | $224,507 | +5.6% | 3,679 | -0.7% | 0.00% | 0.0% |
| Q4 2023 | $212,669 | -20.7% | 3,706 | -29.9% | 0.00% | -33.3% |
| Q3 2023 | $268,214 | +4.1% | 5,286 | +8.7% | 0.00% | 0.0% |
| Q2 2023 | $257,538 | +7.4% | 4,865 | +0.9% | 0.00% | 0.0% |
| Q1 2023 | $239,871 | -3.3% | 4,822 | -5.5% | 0.00% | 0.0% |
| Q4 2022 | $248,016 | +10.7% | 5,101 | +0.3% | 0.00% | 0.0% |
| Q3 2022 | $224,000 | -3.9% | 5,084 | +0.4% | 0.00% | -25.0% |
| Q2 2022 | $233,000 | -15.9% | 5,064 | +0.4% | 0.00% | 0.0% |
| Q1 2022 | $277,000 | +3.4% | 5,046 | +5.9% | 0.00% | 0.0% |
| Q4 2021 | $268,000 | +12.1% | 4,764 | +3.9% | 0.00% | 0.0% |
| Q3 2021 | $239,000 | 0.0% | 4,586 | +0.3% | 0.00% | 0.0% |
| Q2 2021 | $239,000 | -4.8% | 4,571 | -7.7% | 0.00% | -20.0% |
| Q1 2021 | $251,000 | -0.4% | 4,951 | -14.3% | 0.01% | -16.7% |
| Q4 2020 | $252,000 | -80.2% | 5,777 | -84.5% | 0.01% | -70.0% |
| Q3 2020 | $1,274,000 | +106.8% | 37,289 | +97.6% | 0.02% | +11.1% |
| Q2 2020 | $616,000 | +31.9% | 18,872 | +7.2% | 0.02% | +28.6% |
| Q1 2020 | $467,000 | -44.4% | 17,600 | -11.6% | 0.01% | -26.3% |
| Q4 2019 | $840,000 | – | 19,917 | – | 0.02% | – |
Download | ||||||
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% |