WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 127 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,333,000 | -2.7% | 203,607 | +1.5% | 0.02% | -9.5% |
| Q2 2023 | $10,616,000 | +6.5% | 200,509 | +0.1% | 0.02% | -4.5% |
| Q1 2023 | $9,964,000 | +2.8% | 200,250 | +0.4% | 0.02% | 0.0% |
| Q4 2022 | $9,697,000 | +33.5% | 199,437 | +20.7% | 0.02% | +15.8% |
| Q3 2022 | $7,264,000 | -4.8% | 165,275 | -0.5% | 0.02% | -5.0% |
| Q2 2022 | $7,633,000 | -18.0% | 166,086 | -2.4% | 0.02% | -4.8% |
| Q1 2022 | $9,308,000 | -0.4% | 170,143 | +2.4% | 0.02% | +5.0% |
| Q4 2021 | $9,348,000 | +7.4% | 166,122 | -0.8% | 0.02% | -13.0% |
| Q3 2021 | $8,704,000 | -0.8% | 167,417 | -0.0% | 0.02% | -8.0% |
| Q2 2021 | $8,771,000 | +2.8% | 167,433 | +0.0% | 0.02% | -7.4% |
| Q1 2021 | $8,528,000 | +44.8% | 167,392 | -2.8% | 0.03% | -3.6% |
| Q3 2020 | $5,891,000 | +2.5% | 172,226 | -2.4% | 0.03% | -9.7% |
| Q2 2020 | $5,746,000 | +2.7% | 176,483 | -16.7% | 0.03% | -13.9% |
| Q1 2020 | $5,593,000 | -48.4% | 211,823 | -17.7% | 0.04% | -43.8% |
| Q4 2019 | $10,834,000 | +6.4% | 257,331 | -0.2% | 0.06% | +16.4% |
| Q3 2019 | $10,180,000 | -2.9% | 257,958 | -1.5% | 0.06% | -11.3% |
| Q2 2019 | $10,483,000 | -8.9% | 261,913 | -10.4% | 0.06% | -19.5% |
| Q1 2019 | $11,501,000 | +13.6% | 292,342 | -1.0% | 0.08% | -1.3% |
| Q4 2018 | $10,125,000 | -22.0% | 295,179 | -6.0% | 0.08% | -17.0% |
| Q3 2018 | $12,984,000 | +3.1% | 313,992 | +0.1% | 0.09% | -5.1% |
| Q2 2018 | $12,597,000 | +5.7% | 313,561 | +1.7% | 0.10% | -1.0% |
| Q1 2018 | $11,920,000 | -0.9% | 308,172 | +1.6% | 0.10% | +1.0% |
| Q4 2017 | $12,028,000 | +6.9% | 303,240 | +0.4% | 0.10% | +3.1% |
| Q3 2017 | $11,249,000 | +4.0% | 302,137 | -0.0% | 0.10% | -1.0% |
| Q2 2017 | $10,821,000 | +1.7% | 302,201 | +0.2% | 0.10% | -4.9% |
| Q1 2017 | $10,639,000 | +20.8% | 301,513 | +251.6% | 0.10% | +6.2% |
| Q4 2016 | $8,808,000 | +22.6% | 85,764 | +14.1% | 0.10% | +15.7% |
| Q3 2016 | $7,183,000 | +21.4% | 75,175 | +15.9% | 0.08% | +10.7% |
| Q2 2016 | $5,917,000 | +6.1% | 64,881 | +4.7% | 0.08% | +316.7% |
| Q1 2016 | $5,579,000 | +13.9% | 61,977 | +10.2% | 0.02% | -69.0% |
| Q4 2015 | $4,897,000 | +6.2% | 56,232 | +4.6% | 0.06% | -4.9% |
| Q3 2015 | $4,613,000 | -6.9% | 53,742 | +3.1% | 0.06% | -22.8% |
| Q2 2015 | $4,953,000 | +10.1% | 52,132 | +11.8% | 0.08% | +17.9% |
| Q1 2015 | $4,500,000 | +28.6% | 46,617 | +23.4% | 0.07% | +24.1% |
| Q4 2014 | $3,500,000 | +47.9% | 37,777 | +39.7% | 0.05% | +35.0% |
| Q3 2014 | $2,367,000 | +1.6% | 27,037 | +7.3% | 0.04% | 0.0% |
| Q2 2014 | $2,330,000 | – | 25,207 | – | 0.04% | – |
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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% |