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 | $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 | 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% |