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 | $3,855,073 | -7.4% | 75,977 | -3.4% | 0.06% | -8.3% |
| Q2 2023 | $4,162,619 | +24.3% | 78,629 | +16.7% | 0.06% | +11.1% |
| Q1 2023 | $3,349,939 | +7.1% | 67,349 | +4.7% | 0.05% | 0.0% |
| Q4 2022 | $3,128,259 | +12.4% | 64,341 | +1.7% | 0.05% | 0.0% |
| Q3 2022 | $2,783,000 | +8.0% | 63,269 | +12.8% | 0.05% | +10.2% |
| Q2 2022 | $2,577,000 | -13.2% | 56,068 | +3.2% | 0.05% | 0.0% |
| Q1 2022 | $2,970,000 | +12.6% | 54,321 | +15.9% | 0.05% | +16.7% |
| Q4 2021 | $2,638,000 | +211.5% | 46,878 | +188.0% | 0.04% | +200.0% |
| Q3 2021 | $847,000 | +29.7% | 16,276 | +30.5% | 0.01% | +27.3% |
| Q2 2021 | $653,000 | +19.6% | 12,472 | +16.4% | 0.01% | -8.3% |
| Q1 2021 | $546,000 | +30.0% | 10,711 | +10.8% | 0.01% | +20.0% |
| Q4 2020 | $420,000 | +25.0% | 9,671 | -1.6% | 0.01% | +11.1% |
| Q3 2020 | $336,000 | +6.0% | 9,830 | +1.0% | 0.01% | 0.0% |
| Q2 2020 | $317,000 | +6.0% | 9,737 | -13.9% | 0.01% | -18.2% |
| Q1 2020 | $299,000 | -39.7% | 11,314 | -4.0% | 0.01% | -21.4% |
| Q4 2019 | $496,000 | – | 11,787 | – | 0.01% | – |
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% |