WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 147 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,477,165 | -3.2% | 77,473 | +2.2% | 0.05% | -9.6% |
| Q1 2024 | $4,627,086 | -13.0% | 75,829 | -18.1% | 0.05% | -21.2% |
| Q4 2023 | $5,315,760 | +37.9% | 92,625 | +21.9% | 0.07% | +20.0% |
| 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% | – |
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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% |