WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 135 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,310,606 | -11.1% | 46,992 | -2.1% | 0.14% | -7.9% |
| Q2 2023 | $2,599,076 | -2.2% | 47,989 | -10.2% | 0.15% | -10.1% |
| Q1 2023 | $2,656,826 | -2.1% | 53,414 | -4.3% | 0.17% | -7.7% |
| Q4 2022 | $2,712,576 | +1.6% | 55,791 | -8.1% | 0.18% | -10.7% |
| Q3 2022 | $2,669,000 | -4.7% | 60,692 | -0.4% | 0.20% | -1.4% |
| Q2 2022 | $2,801,000 | -19.1% | 60,930 | -3.8% | 0.21% | -8.8% |
| Q1 2022 | $3,464,000 | -3.2% | 63,357 | -0.3% | 0.23% | -10.2% |
| Q4 2021 | $3,577,000 | +6.6% | 63,561 | -1.5% | 0.25% | -4.5% |
| Q3 2021 | $3,356,000 | -2.9% | 64,517 | -2.3% | 0.27% | -4.7% |
| Q2 2021 | $3,458,000 | +0.6% | 66,005 | -2.2% | 0.28% | -6.7% |
| Q1 2021 | $3,439,000 | +17.1% | 67,516 | -0.1% | 0.30% | +7.2% |
| Q4 2020 | $2,936,000 | +42.2% | 67,568 | +12.0% | 0.28% | +19.7% |
| Q3 2020 | $2,064,000 | +11.7% | 60,355 | +6.4% | 0.23% | +1.7% |
| Q2 2020 | $1,848,000 | +40.0% | 56,721 | +13.5% | 0.23% | +15.7% |
| Q1 2020 | $1,320,000 | -25.8% | 49,964 | +18.2% | 0.20% | +3.7% |
| Q4 2019 | $1,779,000 | +6.0% | 42,274 | -0.6% | 0.19% | -8.6% |
| Q3 2019 | $1,678,000 | +2.4% | 42,538 | +3.8% | 0.21% | +4.5% |
| Q2 2019 | $1,639,000 | +0.9% | 40,975 | -0.7% | 0.20% | -4.3% |
| Q1 2019 | $1,624,000 | +291.3% | 41,272 | +240.6% | 0.21% | +237.1% |
| Q4 2018 | $415,000 | – | 12,117 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consolidated Planning Corp | 90,984 | $3,954,000 | 2.58% |
| PSI Advisors, LLC | 82,387 | $3,580,000 | 2.47% |
| Great Point Wealth Advisors, LLC | 82,268 | $3,575,000 | 1.53% |
| Clearwater Capital Advisors, LLC | 149,576 | $6,501,000 | 0.86% |
| ACG Wealth | 112,055 | $4,870,000 | 0.67% |
| MONEY CONCEPTS CAPITAL CORP | 141,424 | $6,146,000 | 0.57% |
| CULBERTSON A N & CO INC | 53,538 | $2,327,000 | 0.55% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 17,868 | $777,000 | 0.52% |
| HC FINANCIAL ADVISORS INC | 18,564 | $807,000 | 0.52% |
| Investors Research Corp | 26,380 | $1,146,000 | 0.45% |