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 | $22,047,160 | -1.1% | 434,512 | +3.2% | 0.04% | +2.6% |
| Q2 2023 | $22,294,013 | +1.1% | 421,118 | -5.0% | 0.04% | -7.1% |
| Q1 2023 | $22,057,889 | -42.2% | 443,464 | -43.5% | 0.04% | -45.5% |
| Q4 2022 | $38,138,825 | +21.8% | 784,427 | +10.2% | 0.08% | +10.0% |
| Q3 2022 | $31,314,000 | +5.9% | 711,997 | +10.7% | 0.07% | +9.4% |
| Q2 2022 | $29,577,000 | -7.5% | 643,388 | +10.0% | 0.06% | +6.7% |
| Q1 2022 | $31,986,000 | +10.2% | 584,961 | +13.4% | 0.06% | +11.1% |
| Q4 2021 | $29,029,000 | +21.3% | 515,786 | +12.1% | 0.05% | +12.5% |
| Q3 2021 | $23,923,000 | +6.1% | 459,964 | +6.8% | 0.05% | +4.3% |
| Q2 2021 | $22,553,000 | +13.0% | 430,481 | +9.8% | 0.05% | +2.2% |
| Q1 2021 | $19,960,000 | +16.9% | 391,905 | -0.3% | 0.04% | +4.7% |
| Q4 2020 | $17,077,000 | +15.4% | 392,935 | -9.3% | 0.04% | +2.4% |
| Q3 2020 | $14,804,000 | -43.9% | 432,991 | -46.6% | 0.04% | -50.0% |
| Q2 2020 | $26,412,000 | +20.8% | 810,679 | -2.0% | 0.08% | -11.6% |
| Q1 2020 | $21,865,000 | -31.2% | 827,597 | +9.6% | 0.10% | -6.9% |
| Q4 2019 | $31,784,000 | +14.9% | 755,153 | +7.7% | 0.10% | +2.0% |
| Q3 2019 | $27,659,000 | -3.1% | 701,302 | -1.7% | 0.10% | -9.1% |
| Q2 2019 | $28,549,000 | +32.0% | 713,715 | +29.8% | 0.11% | +22.2% |
| Q1 2019 | $21,634,000 | +36.0% | 549,890 | +18.6% | 0.09% | +7.1% |
| Q4 2018 | $15,905,000 | -26.1% | 463,839 | -10.8% | 0.08% | -13.4% |
| Q3 2018 | $21,519,000 | +18.8% | 520,278 | +15.4% | 0.10% | +5.4% |
| Q2 2018 | $18,110,000 | +15.3% | 450,842 | +11.0% | 0.09% | +2.2% |
| Q1 2018 | $15,711,000 | +24.5% | 406,182 | +27.7% | 0.09% | +13.9% |
| Q4 2017 | $12,617,000 | +24.1% | 317,970 | +16.5% | 0.08% | +21.5% |
| Q3 2017 | $10,166,000 | +15.0% | 272,994 | +10.6% | 0.06% | +6.6% |
| Q2 2017 | $8,837,000 | +10.3% | 246,853 | +8.6% | 0.06% | 0.0% |
| Q1 2017 | $8,014,000 | +4.4% | 227,225 | +204.0% | 0.06% | -4.7% |
| Q4 2016 | $7,674,000 | -15.6% | 74,748 | -21.3% | 0.06% | -21.0% |
| Q3 2016 | $9,090,000 | +9.0% | 95,012 | +4.0% | 0.08% | 0.0% |
| Q2 2016 | $8,341,000 | +5.8% | 91,362 | +4.4% | 0.08% | -11.0% |
| Q1 2016 | $7,885,000 | -6.1% | 87,513 | -9.2% | 0.09% | -7.1% |
| Q4 2015 | $8,394,000 | +130.3% | 96,330 | +127.0% | 0.10% | +60.7% |
| Q3 2015 | $3,645,000 | -74.8% | 42,428 | -71.7% | 0.06% | -91.4% |
| Q1 2015 | $14,472,000 | +15.9% | 149,940 | +11.2% | 0.71% | +9.4% |
| Q4 2014 | $12,489,000 | +27.5% | 134,795 | +20.4% | 0.65% | +21.9% |
| Q3 2014 | $9,797,000 | +5.8% | 111,930 | +11.7% | 0.53% | -3.6% |
| Q2 2014 | $9,262,000 | +12.7% | 100,185 | +8.3% | 0.55% | +13.6% |
| Q1 2014 | $8,221,000 | +22.2% | 92,520 | +19.0% | 0.48% | +17.2% |
| Q4 2013 | $6,725,000 | +40.1% | 77,744 | +27.7% | 0.41% | +29.9% |
| Q3 2013 | $4,799,000 | +436.2% | 60,903 | +390.0% | 0.32% | +1123.1% |
| Q2 2013 | $895,000 | – | 12,429 | – | 0.03% | – |
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% |