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 | $748,973 | +73.2% | 14,761 | +80.7% | 0.00% | – |
| Q2 2023 | $432,414 | -83.4% | 8,168 | -84.4% | 0.00% | -100.0% |
| Q1 2023 | $2,609,012 | +33.4% | 52,453 | +17.9% | 0.00% | – |
| Q3 2022 | $1,956,000 | +6.4% | 44,473 | +11.1% | 0.00% | – |
| Q2 2022 | $1,839,000 | -1.5% | 40,014 | +17.2% | 0.00% | – |
| Q1 2022 | $1,867,000 | -5.1% | 34,152 | -9.7% | 0.00% | – |
| Q3 2021 | $1,967,000 | +69.1% | 37,817 | +70.4% | 0.00% | – |
| Q2 2021 | $1,163,000 | +6.1% | 22,192 | -12.0% | 0.00% | – |
| Q4 2020 | $1,096,000 | -52.0% | 25,210 | -64.0% | 0.00% | -100.0% |
| Q2 2020 | $2,281,000 | -69.9% | 70,006 | -75.6% | 0.00% | -66.7% |
| Q1 2020 | $7,580,000 | +251.3% | 286,897 | +459.7% | 0.00% | +200.0% |
| Q4 2019 | $2,158,000 | -6.6% | 51,261 | -12.5% | 0.00% | 0.0% |
| Q3 2019 | $2,311,000 | +37.9% | 58,603 | +215.2% | 0.00% | -50.0% |
| Q1 2016 | $1,676,000 | -60.4% | 18,591 | -61.8% | 0.00% | -60.0% |
| Q4 2015 | $4,237,000 | +96.2% | 48,621 | +93.5% | 0.01% | +150.0% |
| Q3 2015 | $2,159,000 | +3.5% | 25,125 | +14.4% | 0.00% | 0.0% |
| Q2 2015 | $2,086,000 | +917.6% | 21,955 | +932.7% | 0.00% | – |
| Q1 2015 | $205,000 | – | 2,126 | – | 0.00% | – |
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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% |