WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 127 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $214,233 | +5.5% | 4,406 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $203,000 | -15.8% | 4,406 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $241,000 | -2.8% | 4,406 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $248,000 | +7.4% | 4,406 | 0.0% | 0.02% | -11.1% |
| Q2 2021 | $231,000 | -16.6% | 4,406 | -19.1% | 0.02% | -33.3% |
| Q1 2021 | $277,000 | +16.9% | 5,445 | 0.0% | 0.03% | +8.0% |
| Q4 2020 | $237,000 | -8.1% | 5,445 | -11.1% | 0.02% | -24.2% |
| Q4 2019 | $258,000 | – | 6,126 | – | 0.03% | – |
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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% |