Ancora Advisors LLC - WISDOMTREE TR ownership

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WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 132 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

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Quarter-by-quarter ownership
Ancora Advisors LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$112,135
-4.2%
2,2100.0%0.00%0.0%
Q2 2023$116,997
+6.4%
2,2100.0%0.00%0.0%
Q1 2023$109,925
+109825.0%
2,210
+7.3%
0.00%0.0%
Q4 2022$100
-99.9%
2,0600.0%0.00%0.0%
Q3 2022$91,000
-4.2%
2,0600.0%0.00%0.0%
Q2 2022$95,000
-15.9%
2,0600.0%0.00%0.0%
Q1 2022$113,000
-2.6%
2,0600.0%0.00%0.0%
Q4 2021$116,000
+8.4%
2,0600.0%0.00%0.0%
Q3 2021$107,000
-11.6%
2,060
-10.8%
0.00%0.0%
Q2 2021$121,000
+2.5%
2,3100.0%0.00%0.0%
Q1 2021$118,000
+20.4%
2,310
+2.8%
0.00%0.0%
Q4 2020$98,000
+27.3%
2,2460.0%0.00%0.0%
Q3 2020$77,000
+5.5%
2,2460.0%0.00%0.0%
Q2 2020$73,000
+23.7%
2,2460.0%0.00%0.0%
Q1 2020$59,000
-37.9%
2,2460.0%0.00%
-25.0%
Q4 2019$95,000
-55.0%
2,246
-55.9%
0.00%
-50.0%
Q3 2018$211,000
+2.9%
5,0950.0%0.01%
-11.1%
Q2 2018$205,000–5,095–0.01%–
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Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
3D/L Capital Management, LLC 369,398$18,743,2686.09%
WIN ADVISORS, INC 227,807$11,558,9385.66%
Lauer Wealth, LLC 89,570$4,468,6654.82%
Great Point Wealth Advisors, LLC 177,990$9,031,2152.71%
THEORY FINANCIAL LLC 70,118$3,557,7872.09%
Consolidated Planning Corp 137,057$6,954,2931.54%
Breakwater Capital Group 66,189$3,177,0721.09%
Clearwater Capital Advisors, LLC 147,783$7,498,5100.92%
Team Financial Group, LLC 17,810$903,6950.75%
Aurora Private Wealth, Inc. 11,999$6090.67%
View complete list of WISDOMTREE TR shareholders