WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 5 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
---|---|---|---|
TAIYO LIFE INSURANCE CO | 880,000 | $35,200,000 | 17.88% |
RVW Wealth, LLC | 824,616 | $32,985,000 | 7.86% |
3D ASSET MANAGEMENT, INC | 553,096 | $22,124,000 | 5.39% |
QUEST CAPITAL MANAGEMENT INC /ADV | 489,261 | $19,570,000 | 5.00% |
TMD & ASSOCIATES, INC | 122,905 | $4,916,000 | 3.36% |
CAPITAL WEALTH MANAGEMENT, LLC | 72,534 | $2,902,000 | 2.89% |
Hefren-Tillotson, Inc. | 249,490 | $9,980,000 | 2.76% |
Avestar Capital, LLC | 74,522 | $2,978,000 | 1.89% |
Marietta Wealth Management, LLC | 108,363 | $4,335,000 | 1.69% |
Orgel Wealth Management, LLC | 104,594 | $4,184,000 | 1.63% |