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 | 451,300 | $19,848,000 | 5.89% |
Great Point Wealth Advisors, LLC | 230,233 | $10,126,000 | 3.78% |
PSI Advisors, LLC | 68,943 | $3,032,000 | 1.59% |
Consolidated Planning Corp | 111,218 | $4,891,000 | 1.53% |
Oxler Private Wealth LLC | 38,776 | $1,705,425,000 | 0.95% |
Clearwater Capital Advisors, LLC | 153,516 | $6,752,000 | 0.93% |
ACG Wealth | 86,665 | $3,812,000 | 0.87% |
CULBERTSON A N & CO INC | 50,521 | $2,221,000 | 0.52% |
Stratos Wealth Partners, LTD. | 386,113 | $16,981,000 | 0.47% |
LBJ Family Wealth Advisors, Ltd. | 10,467 | $460,000 | 0.37% |