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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |