WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 131 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $261,883 | +27.7% | 5,386 | +15.7% | 0.01% | +16.7% |
| Q3 2022 | $205,000 | -4.7% | 4,656 | -0.1% | 0.01% | -33.3% |
| Q2 2022 | $215,000 | -16.3% | 4,661 | -0.6% | 0.01% | +12.5% |
| Q1 2022 | $257,000 | -7.2% | 4,689 | -4.5% | 0.01% | 0.0% |
| Q4 2021 | $277,000 | +16.9% | 4,912 | +8.1% | 0.01% | 0.0% |
| Q3 2021 | $237,000 | +3.5% | 4,546 | +4.2% | 0.01% | +14.3% |
| Q2 2021 | $229,000 | -2.1% | 4,363 | -4.7% | 0.01% | -12.5% |
| Q1 2021 | $234,000 | -58.1% | 4,576 | -21.7% | 0.01% | -92.7% |
| Q3 2016 | $559,000 | +17.4% | 5,842 | +12.2% | 0.11% | +15.8% |
| Q2 2016 | $476,000 | +11.2% | 5,206 | +9.6% | 0.10% | -4.0% |
| Q1 2016 | $428,000 | +6.7% | 4,752 | +3.5% | 0.10% | +22.2% |
| Q4 2015 | $401,000 | +8.4% | 4,593 | +6.7% | 0.08% | -9.0% |
| Q3 2015 | $370,000 | +11.8% | 4,303 | +23.6% | 0.09% | +8.5% |
| Q2 2015 | $331,000 | +2.5% | 3,482 | +4.2% | 0.08% | +3.8% |
| Q1 2015 | $323,000 | -31.0% | 3,341 | -33.9% | 0.08% | +690.0% |
| Q4 2014 | $468,000 | -33.9% | 5,055 | -37.6% | 0.01% | -90.7% |
| Q3 2014 | $708,000 | -99.8% | 8,104 | +14.9% | 0.11% | +38.5% |
| Q2 2014 | $333,461,000 | +117315.8% | 7,054 | +120.4% | 0.08% | -9.3% |
| Q1 2014 | $284,000 | +34.0% | 3,200 | +30.3% | 0.09% | +26.5% |
| Q4 2013 | $212,000 | +64.3% | 2,455 | +50.2% | 0.07% | +54.5% |
| Q3 2013 | $129,000 | – | 1,635 | – | 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% |