WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 130 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,684,864 | -23.1% | 151,456 | -19.7% | 0.00% | 0.0% |
Q2 2023 | $9,989,988 | -2.3% | 188,704 | -8.2% | 0.00% | -20.0% |
Q1 2023 | $10,226,097 | -2.3% | 205,591 | -4.5% | 0.01% | 0.0% |
Q4 2022 | $10,470,855 | +6.4% | 215,361 | -3.8% | 0.01% | -16.7% |
Q3 2022 | $9,844,000 | +5.9% | 223,829 | +10.6% | 0.01% | +20.0% |
Q2 2022 | $9,299,000 | -21.0% | 202,292 | -6.1% | 0.01% | -16.7% |
Q1 2022 | $11,777,000 | -5.1% | 215,375 | -2.3% | 0.01% | 0.0% |
Q4 2021 | $12,409,000 | +5.8% | 220,490 | -2.2% | 0.01% | 0.0% |
Q3 2021 | $11,730,000 | -36.9% | 225,529 | -36.5% | 0.01% | -45.5% |
Q2 2021 | $18,602,000 | -26.4% | 355,062 | -28.5% | 0.01% | -31.2% |
Q1 2021 | $25,275,000 | +3.4% | 496,262 | -11.8% | 0.02% | -11.1% |
Q4 2020 | $24,443,000 | +3.2% | 562,419 | -18.8% | 0.02% | -14.3% |
Q3 2020 | $23,688,000 | +0.3% | 692,825 | -4.5% | 0.02% | -8.7% |
Q2 2020 | $23,626,000 | +7.6% | 725,161 | -12.8% | 0.02% | -11.5% |
Q1 2020 | $21,962,000 | -33.2% | 831,277 | +6.5% | 0.03% | -25.7% |
Q4 2019 | $32,855,000 | -3.6% | 780,583 | -9.6% | 0.04% | -5.4% |
Q3 2019 | $34,072,000 | -2.7% | 863,884 | -1.3% | 0.04% | -15.9% |
Q2 2019 | $35,025,000 | +0.9% | 875,629 | -0.8% | 0.04% | -8.3% |
Q1 2019 | $34,719,000 | +33.8% | 882,527 | +16.6% | 0.05% | +20.0% |
Q4 2018 | $25,953,000 | +20.6% | 756,881 | +45.4% | 0.04% | +8.1% |
Q3 2018 | $21,528,000 | +4.2% | 520,498 | +1.2% | 0.04% | -21.3% |
Q2 2018 | $20,660,000 | +1.0% | 514,331 | -3.5% | 0.05% | -19.0% |
Q1 2018 | $20,446,000 | -2.0% | 533,154 | +1.4% | 0.06% | +26.1% |
Q4 2017 | $20,871,000 | +5.5% | 525,983 | -1.0% | 0.05% | -2.1% |
Q3 2017 | $19,779,000 | +6.1% | 531,127 | +2.0% | 0.05% | -9.6% |
Q2 2017 | $18,645,000 | +46.0% | 520,843 | +43.8% | 0.05% | +26.8% |
Q1 2017 | $12,771,000 | +8.2% | 362,098 | +215.0% | 0.04% | -4.7% |
Q4 2016 | $11,803,000 | +14.0% | 114,959 | +6.2% | 0.04% | +7.5% |
Q3 2016 | $10,357,000 | -9.4% | 108,257 | -13.6% | 0.04% | -13.0% |
Q2 2016 | $11,433,000 | +6.7% | 125,225 | +5.3% | 0.05% | 0.0% |
Q1 2016 | $10,716,000 | -38.7% | 118,935 | -40.7% | 0.05% | -41.8% |
Q4 2015 | $17,477,000 | +3.6% | 200,557 | +2.1% | 0.08% | -6.0% |
Q3 2015 | $16,870,000 | -2.2% | 196,341 | +8.1% | 0.08% | +2.4% |
Q2 2015 | $17,249,000 | +6.1% | 181,552 | +7.8% | 0.08% | -2.4% |
Q1 2015 | $16,262,000 | +61.3% | 168,485 | +54.9% | 0.08% | -17.6% |
Q4 2014 | $10,079,000 | -33.4% | 108,787 | -37.0% | 0.10% | -32.9% |
Q3 2014 | $15,126,000 | +6.8% | 172,808 | +12.8% | 0.15% | +3.4% |
Q2 2014 | $14,163,000 | +8.7% | 153,197 | +4.5% | 0.15% | +2.1% |
Q1 2014 | $13,029,000 | +18.3% | 146,635 | +15.2% | 0.14% | +14.3% |
Q4 2013 | $11,010,000 | +21.3% | 127,286 | +10.5% | 0.13% | +13.5% |
Q3 2013 | $9,078,000 | +19.9% | 115,219 | +9.5% | 0.11% | +13.3% |
Q2 2013 | $7,574,000 | – | 105,236 | – | 0.10% | – |
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% |