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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $381,000 | -3.1% | 6,975 | 0.0% | 0.04% | +20.6% |
| Q4 2021 | $393,000 | +8.3% | 6,975 | 0.0% | 0.03% | -2.9% |
| Q3 2021 | $363,000 | -0.5% | 6,975 | 0.0% | 0.04% | -38.6% |
| Q2 2021 | $365,000 | +2.8% | 6,975 | 0.0% | 0.06% | -20.8% |
| Q1 2021 | $355,000 | +17.2% | 6,975 | 0.0% | 0.07% | +12.5% |
| Q4 2020 | $303,000 | +27.3% | 6,975 | 0.0% | 0.06% | +4.9% |
| Q3 2020 | $238,000 | +4.8% | 6,975 | 0.0% | 0.06% | -1.6% |
| Q2 2020 | $227,000 | -22.8% | 6,975 | 0.0% | 0.06% | -13.9% |
| Q4 2019 | $294,000 | +6.9% | 6,975 | 0.0% | 0.07% | -2.7% |
| Q3 2019 | $275,000 | -1.4% | 6,975 | 0.0% | 0.07% | -12.9% |
| Q2 2019 | $279,000 | +1.8% | 6,975 | 0.0% | 0.08% | -8.6% |
| Q1 2019 | $274,000 | +14.6% | 6,975 | 0.0% | 0.09% | +6.9% |
| Q4 2018 | $239,000 | -17.0% | 6,975 | 0.0% | 0.09% | -12.1% |
| Q3 2018 | $288,000 | +2.9% | 6,975 | 0.0% | 0.10% | +1.0% |
| Q2 2018 | $280,000 | – | 6,975 | – | 0.10% | – |
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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% |