WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 145 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,069 | -4.8% | 80,185 | -0.7% | 0.02% | 0.0% |
| Q2 2023 | $4,276 | +1.3% | 80,779 | -4.9% | 0.02% | -9.5% |
| Q1 2023 | $4,223 | -45.8% | 84,899 | -47.0% | 0.02% | -47.5% |
| Q4 2022 | $7,789 | -99.9% | 160,198 | +3.2% | 0.04% | +5.3% |
| Q3 2022 | $6,825,000 | -9.7% | 155,175 | -5.6% | 0.04% | -7.3% |
| Q2 2022 | $7,558,000 | -16.8% | 164,405 | -1.1% | 0.04% | -2.4% |
| Q1 2022 | $9,089,000 | -9.9% | 166,213 | -7.3% | 0.04% | -6.7% |
| Q4 2021 | $10,088,000 | +9.1% | 179,245 | +0.8% | 0.04% | -2.2% |
| Q3 2021 | $9,246,000 | +2.3% | 177,774 | +3.1% | 0.05% | +7.0% |
| Q2 2021 | $9,038,000 | +6.2% | 172,508 | +3.3% | 0.04% | -6.5% |
| Q1 2021 | $8,508,000 | +16.1% | 167,044 | -1.0% | 0.05% | +7.0% |
| Q4 2020 | $7,330,000 | +30.1% | 168,662 | +2.4% | 0.04% | +13.2% |
| Q3 2020 | $5,633,000 | -4.7% | 164,741 | -9.2% | 0.04% | -13.6% |
| Q2 2020 | $5,912,000 | +41.5% | 181,475 | +14.8% | 0.04% | +10.0% |
| Q1 2020 | $4,177,000 | -38.2% | 158,102 | -1.5% | 0.04% | -23.1% |
| Q4 2019 | $6,757,000 | +36.4% | 160,535 | +27.8% | 0.05% | +20.9% |
| Q3 2019 | $4,955,000 | +18.4% | 125,636 | +20.1% | 0.04% | +13.2% |
| Q2 2019 | $4,184,000 | +13.5% | 104,598 | +11.6% | 0.04% | +8.6% |
| Q1 2019 | $3,687,000 | +24.5% | 93,721 | +8.5% | 0.04% | +6.1% |
| Q4 2018 | $2,961,000 | -8.2% | 86,362 | +10.7% | 0.03% | +6.5% |
| Q3 2018 | $3,226,000 | +18.3% | 77,997 | +14.8% | 0.03% | +6.9% |
| Q2 2018 | $2,728,000 | +8.4% | 67,916 | +4.4% | 0.03% | +3.6% |
| Q1 2018 | $2,517,000 | +16.9% | 65,075 | +19.9% | 0.03% | +12.0% |
| Q4 2017 | $2,153,000 | +16.6% | 54,272 | +9.5% | 0.02% | 0.0% |
| Q3 2017 | $1,846,000 | -3.1% | 49,560 | -6.9% | 0.02% | -10.7% |
| Q2 2017 | $1,905,000 | -1.5% | 53,217 | -3.0% | 0.03% | -15.2% |
| Q1 2017 | $1,934,000 | +1.8% | 54,844 | +196.5% | 0.03% | -8.3% |
| Q4 2016 | $1,899,000 | -8.1% | 18,499 | -14.4% | 0.04% | -5.3% |
| Q3 2016 | $2,067,000 | -7.5% | 21,610 | -11.7% | 0.04% | -19.1% |
| Q2 2016 | $2,234,000 | -8.3% | 24,472 | -9.4% | 0.05% | -14.5% |
| Q1 2016 | $2,435,000 | -11.9% | 27,023 | -14.8% | 0.06% | -15.4% |
| Q4 2015 | $2,763,000 | +0.3% | 31,706 | -1.2% | 0.06% | -17.7% |
| Q3 2015 | $2,756,000 | -12.0% | 32,080 | -2.7% | 0.08% | -9.2% |
| Q2 2015 | $3,132,000 | -12.0% | 32,967 | -10.6% | 0.09% | -13.9% |
| Q1 2015 | $3,558,000 | +7.7% | 36,867 | +3.4% | 0.10% | -1.0% |
| Q4 2014 | $3,303,000 | +8.7% | 35,651 | +2.7% | 0.10% | +13.3% |
| Q3 2014 | $3,039,000 | +2.1% | 34,714 | +7.8% | 0.09% | -13.5% |
| Q2 2014 | $2,976,000 | +29.4% | 32,189 | +24.4% | 0.10% | +19.5% |
| Q1 2014 | $2,300,000 | +125.9% | 25,883 | +120.0% | 0.09% | +107.1% |
| Q4 2013 | $1,018,000 | +37.4% | 11,767 | +25.0% | 0.04% | +31.2% |
| Q3 2013 | $741,000 | +92.5% | 9,410 | +76.0% | 0.03% | +60.0% |
| Q2 2013 | $385,000 | – | 5,346 | – | 0.02% | – |
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% |