WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 64 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,259,168 | -40.0% | 25,315 | -46.9% | 0.00% | -100.0% |
| Q3 2022 | $2,098,000 | +858.0% | 47,706 | +901.2% | 0.00% | – |
| Q2 2022 | $219,000 | -54.0% | 4,765 | -48.0% | 0.00% | – |
| Q3 2021 | $476,000 | -88.4% | 9,159 | -88.3% | 0.00% | -100.0% |
| Q2 2021 | $4,114,000 | +252.2% | 78,528 | +242.6% | 0.00% | – |
| Q1 2021 | $1,168,000 | +363.5% | 22,924 | +294.6% | 0.00% | – |
| Q4 2020 | $252,000 | -58.1% | 5,810 | -66.9% | 0.00% | – |
| Q3 2020 | $601,000 | +108.7% | 17,569 | +98.9% | 0.00% | – |
| Q2 2020 | $288,000 | -83.7% | 8,832 | -80.0% | 0.00% | – |
| Q2 2019 | $1,763,000 | +21.9% | 44,068 | +19.9% | 0.00% | – |
| Q1 2019 | $1,446,000 | +120.4% | 36,756 | +92.1% | 0.00% | – |
| Q4 2018 | $656,000 | -23.1% | 19,132 | -7.3% | 0.00% | – |
| Q3 2018 | $853,000 | +256.9% | 20,629 | +246.2% | 0.00% | – |
| Q2 2018 | $239,000 | -65.2% | 5,959 | -66.4% | 0.00% | – |
| Q1 2018 | $686,000 | -33.1% | 17,732 | -31.4% | 0.00% | – |
| Q4 2017 | $1,026,000 | -38.4% | 25,866 | -42.2% | 0.00% | – |
| Q3 2017 | $1,665,000 | -17.5% | 44,731 | -20.6% | 0.00% | -100.0% |
| Q2 2017 | $2,018,000 | -29.2% | 56,356 | -30.3% | 0.00% | 0.0% |
| Q1 2017 | $2,851,000 | +10.5% | 80,834 | +221.7% | 0.00% | 0.0% |
| Q4 2016 | $2,579,000 | +267.4% | 25,126 | +242.5% | 0.00% | – |
| Q3 2016 | $702,000 | +0.6% | 7,336 | -4.0% | 0.00% | – |
| Q2 2016 | $698,000 | -51.1% | 7,642 | -51.7% | 0.00% | – |
| Q1 2016 | $1,426,000 | +120.7% | 15,828 | +113.5% | 0.00% | – |
| Q4 2015 | $646,000 | -71.8% | 7,414 | -72.2% | 0.00% | -100.0% |
| Q3 2015 | $2,288,000 | +62.0% | 26,629 | +79.1% | 0.00% | – |
| Q2 2015 | $1,412,000 | +16.2% | 14,865 | +18.1% | 0.00% | – |
| Q1 2015 | $1,215,000 | +115.0% | 12,592 | +94.9% | 0.00% | – |
| Q3 2014 | $565,000 | -79.3% | 6,460 | -78.2% | 0.00% | – |
| Q2 2014 | $2,734,000 | +342.4% | 29,586 | +325.5% | 0.00% | – |
| Q1 2014 | $618,000 | -17.0% | 6,954 | -19.2% | 0.00% | – |
| Q4 2013 | $745,000 | -27.0% | 8,610 | -33.6% | 0.00% | – |
| Q3 2013 | $1,020,000 | -6.7% | 12,962 | -14.7% | 0.00% | – |
| Q2 2013 | $1,093,000 | – | 15,187 | – | 0.00% | – |
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% |