WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 146 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,918,196 | -2.9% | 116,638 | +1.3% | 0.00% | 0.0% |
Q2 2023 | $6,097,249 | +1.4% | 115,173 | -4.8% | 0.00% | -20.0% |
Q1 2023 | $6,015,258 | +18.8% | 120,934 | +16.1% | 0.01% | +25.0% |
Q4 2022 | $5,065,125 | +15.6% | 104,178 | +4.6% | 0.00% | 0.0% |
Q3 2022 | $4,380,000 | -24.9% | 99,580 | -21.5% | 0.00% | -33.3% |
Q2 2022 | $5,834,000 | -83.4% | 126,916 | -80.3% | 0.01% | -80.0% |
Q1 2022 | $35,231,000 | -6.2% | 644,318 | -3.4% | 0.03% | -6.2% |
Q4 2021 | $37,542,000 | +409.7% | 667,059 | +371.0% | 0.03% | +357.1% |
Q3 2021 | $7,366,000 | +7.4% | 141,636 | +8.2% | 0.01% | 0.0% |
Q2 2021 | $6,859,000 | +11.3% | 130,915 | +8.2% | 0.01% | 0.0% |
Q1 2021 | $6,161,000 | +11.0% | 120,973 | -5.3% | 0.01% | 0.0% |
Q4 2020 | $5,552,000 | +32.3% | 127,758 | +4.1% | 0.01% | 0.0% |
Q3 2020 | $4,195,000 | -2.6% | 122,708 | -7.2% | 0.01% | -12.5% |
Q2 2020 | $4,308,000 | +36.6% | 132,242 | +10.8% | 0.01% | +14.3% |
Q1 2020 | $3,153,000 | -45.1% | 119,348 | -12.6% | 0.01% | -30.0% |
Q4 2019 | $5,748,000 | +11.5% | 136,567 | +4.5% | 0.01% | 0.0% |
Q3 2019 | $5,155,000 | -6.2% | 130,703 | -4.9% | 0.01% | -16.7% |
Q2 2019 | $5,497,000 | -9.9% | 137,437 | -11.4% | 0.01% | -14.3% |
Q1 2019 | $6,103,000 | +16.0% | 155,136 | +1.1% | 0.01% | 0.0% |
Q4 2018 | $5,260,000 | -15.1% | 153,391 | +2.4% | 0.01% | -6.7% |
Q3 2018 | $6,195,000 | +9.3% | 149,784 | +6.2% | 0.02% | 0.0% |
Q2 2018 | $5,668,000 | -18.9% | 141,094 | -21.9% | 0.02% | -21.1% |
Q1 2018 | $6,988,000 | +9.4% | 180,671 | +12.2% | 0.02% | 0.0% |
Q4 2017 | $6,389,000 | +27.2% | 161,021 | +19.3% | 0.02% | +5.6% |
Q3 2017 | $5,024,000 | +5.3% | 134,917 | +1.2% | 0.02% | 0.0% |
Q2 2017 | $4,772,000 | -10.1% | 133,304 | -12.4% | 0.02% | -50.0% |
Q1 2017 | $5,306,000 | -19.7% | 152,115 | +138.0% | 0.04% | -28.0% |
Q4 2016 | $6,605,000 | +26.5% | 63,905 | +16.1% | 0.05% | 0.0% |
Q3 2016 | $5,221,000 | +17.3% | 55,064 | +11.9% | 0.05% | +31.6% |
Q2 2016 | $4,450,000 | -55.5% | 49,188 | -56.6% | 0.04% | +35.7% |
Q1 2016 | $9,991,000 | -36.6% | 113,207 | -38.2% | 0.03% | -36.4% |
Q4 2015 | $15,768,000 | +100.3% | 183,262 | +107.1% | 0.04% | +2.3% |
Q3 2015 | $7,872,000 | -49.3% | 88,483 | -46.2% | 0.04% | -45.6% |
Q2 2015 | $15,533,000 | -0.3% | 164,495 | +1.7% | 0.08% | -1.2% |
Q1 2015 | $15,573,000 | +4.2% | 161,819 | +0.3% | 0.08% | -2.4% |
Q4 2014 | $14,940,000 | +0.2% | 161,256 | -6.6% | 0.08% | -7.9% |
Q3 2014 | $14,914,000 | -10.6% | 172,711 | -4.3% | 0.09% | -8.2% |
Q2 2014 | $16,680,000 | -8.0% | 180,427 | -11.6% | 0.10% | -12.6% |
Q1 2014 | $18,126,000 | +21.7% | 203,996 | +18.4% | 0.11% | +19.4% |
Q4 2013 | $14,899,000 | +12.9% | 172,241 | +4.8% | 0.09% | +5.7% |
Q3 2013 | $13,191,000 | +14.9% | 164,370 | +3.1% | 0.09% | +7.3% |
Q2 2013 | $11,476,000 | – | 159,459 | – | 0.08% | – |
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% |