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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $221,430 | -4.2% | 4,364 | 0.0% | 0.02% | +5.9% |
| Q2 2023 | $231,031 | -7.5% | 4,364 | -13.1% | 0.02% | -15.0% |
| Q1 2023 | $249,745 | +1.5% | 5,021 | -0.8% | 0.02% | -4.8% |
| Q4 2022 | $246,114 | -1.6% | 5,062 | -10.9% | 0.02% | -8.7% |
| Q3 2022 | $250,000 | -8.4% | 5,683 | -4.2% | 0.02% | -4.2% |
| Q2 2022 | $273,000 | -29.1% | 5,935 | -15.6% | 0.02% | -20.0% |
| Q1 2022 | $385,000 | -2.8% | 7,033 | -0.0% | 0.03% | 0.0% |
| Q4 2021 | $396,000 | -13.9% | 7,034 | -20.4% | 0.03% | -21.1% |
| Q3 2021 | $460,000 | -1.7% | 8,835 | -1.2% | 0.04% | -2.6% |
| Q2 2021 | $468,000 | +2.2% | 8,942 | -0.5% | 0.04% | 0.0% |
| Q1 2021 | $458,000 | +13.9% | 8,991 | -2.8% | 0.04% | -26.4% |
| Q4 2020 | $402,000 | – | 9,251 | – | 0.05% | – |
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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% |