WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 137 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,191,685 | -9.5% | 141,736 | -5.6% | 0.02% | -48.8% |
Q2 2023 | $7,949,442 | -4.0% | 150,159 | -9.8% | 0.04% | +127.8% |
Q1 2023 | $8,276,438 | -2.5% | 166,394 | -4.7% | 0.02% | -5.3% |
Q4 2022 | $8,491,240 | +17.0% | 174,645 | +5.8% | 0.02% | 0.0% |
Q3 2022 | $7,259,000 | +2.9% | 165,060 | +7.6% | 0.02% | +5.6% |
Q2 2022 | $7,054,000 | -16.1% | 153,450 | -0.1% | 0.02% | 0.0% |
Q1 2022 | $8,403,000 | -1.4% | 153,677 | +1.4% | 0.02% | 0.0% |
Q4 2021 | $8,526,000 | +6.2% | 151,492 | -1.9% | 0.02% | -10.0% |
Q3 2021 | $8,030,000 | +9.5% | 154,397 | +10.3% | 0.02% | +5.3% |
Q2 2021 | $7,334,000 | +2.0% | 139,991 | -0.9% | 0.02% | -17.4% |
Q1 2021 | $7,193,000 | +13.9% | 141,230 | -2.8% | 0.02% | +15.0% |
Q4 2020 | $6,314,000 | +30.1% | 145,285 | +2.3% | 0.02% | +5.3% |
Q3 2020 | $4,853,000 | +22.5% | 141,950 | +16.7% | 0.02% | +5.6% |
Q2 2020 | $3,962,000 | -56.3% | 121,600 | -64.6% | 0.02% | -64.7% |
Q1 2020 | $9,074,000 | -55.9% | 343,459 | -29.7% | 0.05% | -45.2% |
Q4 2019 | $20,569,000 | +3.9% | 488,693 | -2.6% | 0.09% | -9.7% |
Q3 2019 | $19,798,000 | -0.9% | 501,967 | +0.5% | 0.10% | -5.5% |
Q2 2019 | $19,984,000 | -5.4% | 499,590 | -7.0% | 0.11% | -0.9% |
Q1 2019 | $21,127,000 | +18.7% | 537,046 | +3.4% | 0.11% | +1.9% |
Q4 2018 | $17,803,000 | -32.4% | 519,184 | -18.4% | 0.11% | -16.3% |
Q3 2018 | $26,327,000 | +8.3% | 636,536 | +5.2% | 0.13% | -5.1% |
Q2 2018 | $24,314,000 | +6.6% | 605,289 | +2.7% | 0.14% | -11.7% |
Q1 2018 | $22,806,000 | +5.4% | 589,608 | +8.1% | 0.15% | +8.5% |
Q4 2017 | $21,635,000 | +10.1% | 545,246 | +3.4% | 0.14% | +0.7% |
Q3 2017 | $19,646,000 | +8.0% | 527,543 | +3.9% | 0.14% | +2.2% |
Q2 2017 | $18,183,000 | +3.8% | 507,907 | +2.2% | 0.14% | +1.5% |
Q1 2017 | $17,520,000 | +12.3% | 496,734 | +227.0% | 0.14% | 0.0% |
Q4 2016 | $15,598,000 | +11.2% | 151,924 | +3.7% | 0.14% | +3.8% |
Q3 2016 | $14,022,000 | +7.2% | 146,565 | +2.3% | 0.13% | +3.1% |
Q2 2016 | $13,082,000 | +17.3% | 143,283 | +15.7% | 0.13% | +18.7% |
Q1 2016 | $11,156,000 | +0.5% | 123,820 | -2.8% | 0.11% | -6.1% |
Q4 2015 | $11,098,000 | +11.7% | 127,357 | +10.2% | 0.11% | -8.8% |
Q3 2015 | $9,933,000 | -17.1% | 115,603 | -6.9% | 0.12% | -8.8% |
Q1 2015 | $11,987,000 | +2557.9% | 124,189 | +2450.1% | 0.14% | +2640.0% |
Q4 2014 | $451,000 | – | 4,870 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
3D/L Capital Management, LLC | 488,885 | $25,613,000 | 6.12% |
Great Point Wealth Advisors, LLC | 270,524 | $14,173,000 | 4.94% |
Consolidated Planning Corp | 93,288 | $4,887,000 | 3.62% |
PSI Advisors, LLC | 78,688 | $4,122,000 | 2.17% |
Clearwater Capital Advisors, LLC | 143,348 | $7,510,000 | 0.87% |
ACG Wealth | 91,917 | $4,816,000 | 0.61% |
CULBERTSON A N & CO INC | 49,996 | $2,619,000 | 0.55% |
Oxler Private Wealth LLC | 21,776 | $1,140,000 | 0.50% |
Investors Research Corp | 26,306 | $1,378,000 | 0.48% |
HC FINANCIAL ADVISORS INC | 15,468 | $810,000 | 0.47% |