WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 146 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $262 | -99.9% | 5,159 | -46.4% | 0.01% | -50.0% |
| Q2 2022 | $442,000 | -65.8% | 9,619 | -58.1% | 0.02% | -31.4% |
| Q4 2021 | $1,292,000 | -14.0% | 22,950 | -20.6% | 0.04% | -41.7% |
| Q3 2021 | $1,502,000 | +10.8% | 28,887 | +11.7% | 0.06% | -11.8% |
| Q2 2021 | $1,355,000 | +286.0% | 25,860 | +275.6% | 0.07% | +257.9% |
| Q1 2021 | $351,000 | +52.6% | 6,885 | +30.3% | 0.02% | +18.8% |
| Q4 2020 | $230,000 | – | 5,284 | – | 0.02% | – |
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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% |