WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 132 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,231,919 | +1137.6% | 83,404 | +1191.3% | 0.00% | – |
| Q2 2023 | $341,939 | -92.7% | 6,459 | -93.1% | 0.00% | -100.0% |
| Q1 2023 | $4,657,952 | +125.9% | 93,646 | +120.8% | 0.00% | 0.0% |
| Q4 2022 | $2,062,266 | +131.7% | 42,416 | +109.5% | 0.00% | – |
| Q3 2022 | $890,000 | -54.7% | 20,243 | -52.7% | 0.00% | – |
| Q2 2022 | $1,966,000 | +54.0% | 42,783 | +83.2% | 0.00% | – |
| Q1 2022 | $1,277,000 | -85.3% | 23,355 | -84.9% | 0.00% | – |
| Q4 2021 | $8,686,000 | +1155.2% | 154,346 | +1060.8% | 0.00% | – |
| Q3 2021 | $692,000 | -65.3% | 13,297 | -65.1% | 0.00% | – |
| Q2 2021 | $1,997,000 | +453.2% | 38,112 | +437.9% | 0.00% | – |
| Q1 2021 | $361,000 | -93.2% | 7,085 | -94.2% | 0.00% | – |
| Q4 2020 | $5,304,000 | +130.3% | 122,016 | +81.1% | 0.00% | – |
| Q3 2020 | $2,303,000 | -63.2% | 67,357 | -64.9% | 0.00% | -100.0% |
| Q2 2020 | $6,252,000 | -42.0% | 191,894 | -53.0% | 0.00% | -33.3% |
| Q1 2020 | $10,776,000 | +1586.4% | 407,901 | +2586.9% | 0.00% | – |
| Q4 2019 | $639,000 | -1.1% | 15,181 | -7.4% | 0.00% | – |
| Q3 2019 | $646,000 | -75.0% | 16,388 | -74.7% | 0.00% | – |
| Q2 2019 | $2,586,000 | +97.1% | 64,668 | +69.1% | 0.00% | -100.0% |
| Q4 2018 | $1,312,000 | -9.6% | 38,252 | +5.9% | 0.00% | – |
| Q2 2018 | $1,452,000 | +94.9% | 36,134 | +87.7% | 0.00% | – |
| Q1 2018 | $745,000 | -51.7% | 19,251 | -55.3% | 0.00% | -100.0% |
| Q2 2017 | $1,542,000 | -35.8% | 43,067 | -36.8% | 0.00% | 0.0% |
| Q1 2017 | $2,402,000 | +421.0% | 68,107 | +1417.2% | 0.00% | – |
| Q4 2016 | $461,000 | -77.3% | 4,489 | -78.9% | 0.00% | -100.0% |
| Q3 2016 | $2,034,000 | -35.9% | 21,254 | -38.9% | 0.00% | -50.0% |
| Q2 2016 | $3,175,000 | -68.2% | 34,770 | -68.6% | 0.00% | -60.0% |
| Q1 2016 | $9,981,000 | +525.0% | 110,686 | +503.8% | 0.01% | +400.0% |
| Q4 2015 | $1,597,000 | -52.3% | 18,331 | -52.9% | 0.00% | 0.0% |
| Q3 2015 | $3,347,000 | +73.3% | 38,952 | +91.7% | 0.00% | 0.0% |
| Q2 2015 | $1,931,000 | +139.3% | 20,319 | +143.0% | 0.00% | – |
| Q1 2015 | $807,000 | -32.8% | 8,363 | -35.5% | 0.00% | – |
| Q4 2014 | $1,201,000 | +361.9% | 12,958 | +336.4% | 0.00% | – |
| Q3 2014 | $260,000 | -92.1% | 2,969 | -91.6% | 0.00% | -100.0% |
| Q2 2014 | $3,283,000 | +19.1% | 35,495 | +14.4% | 0.00% | 0.0% |
| Q1 2014 | $2,757,000 | -66.2% | 31,022 | -67.1% | 0.00% | -75.0% |
| Q4 2013 | $8,152,000 | +115.7% | 94,238 | +96.5% | 0.00% | +100.0% |
| Q3 2013 | $3,779,000 | -44.3% | 47,962 | -49.1% | 0.00% | -50.0% |
| Q2 2013 | $6,780,000 | – | 94,202 | – | 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% |