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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAIYO LIFE INSURANCE CO | 880,000 | $34,918,000 | 25.28% |
| TMD & ASSOCIATES, INC | 265,059 | $10,518,000 | 9.66% |
| Avestar Capital, LLC | 114,374 | $4,514,000 | 3.37% |
| CAPITAL WEALTH MANAGEMENT, LLC | 90,491 | $3,591,000 | 3.10% |
| Marietta Wealth Management, LLC | 126,231 | $5,009,000 | 2.71% |
| Squar Milner Financial Services LLC | 41,553 | $1,719,000 | 2.08% |
| Hefren-Tillotson, Inc. | 172,398 | $6,840,000 | 1.91% |
| Family Legacy, Inc. | 42,370 | $1,681,000 | 1.52% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 53,893 | $2,138,000 | 1.45% |
| 3D ASSET MANAGEMENT, INC | 139,240 | $5,525,000 | 1.28% |