WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 134 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $58 | -4.9% | 1 | 0.0% | 0.00% | – |
| Q1 2024 | $61 | -97.6% | 1 | -98.0% | 0.00% | – |
| Q2 2023 | $2,594 | +310.4% | 49 | +276.9% | 0.00% | – |
| Q4 2022 | $632 | – | 13 | +333.3% | 0.00% | – |
| Q3 2022 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 3 | -92.7% | 0.00% | – |
| Q1 2022 | $2,000 | -90.5% | 41 | -89.0% | 0.00% | – |
| Q4 2021 | $21,000 | – | 374 | +12366.7% | 0.00% | – |
| Q3 2021 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 3 | -99.8% | 0.00% | -100.0% |
| Q1 2017 | $58,000 | +3.6% | 1,650 | +200.0% | 0.00% | 0.0% |
| Q4 2016 | $56,000 | -30.9% | 550 | -35.4% | 0.00% | 0.0% |
| Q3 2016 | $81,000 | +3.8% | 851 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $78,000 | +1.3% | 851 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $77,000 | -17.2% | 851 | -20.4% | 0.00% | -50.0% |
| Q4 2015 | $93,000 | – | 1,069 | – | 0.00% | – |
Download | ||||||
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% |