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 | $224,017 | -13.6% | 4,415 | -9.8% | 0.00% | 0.0% |
| Q2 2023 | $259,141 | +6.4% | 4,895 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $243,477 | +20.1% | 4,895 | +17.4% | 0.00% | 0.0% |
| Q4 2022 | $202,746 | +10.8% | 4,170 | +4.7% | 0.00% | 0.0% |
| Q2 2022 | $183,000 | -27.4% | 3,983 | -13.4% | 0.00% | -50.0% |
| Q1 2022 | $252,000 | -12.5% | 4,600 | -10.2% | 0.00% | 0.0% |
| Q4 2021 | $288,000 | +36.5% | 5,124 | +26.1% | 0.00% | 0.0% |
| Q3 2021 | $211,000 | +5.0% | 4,062 | +5.9% | 0.00% | 0.0% |
| Q2 2021 | $201,000 | -2.9% | 3,837 | -5.5% | 0.00% | 0.0% |
| Q1 2021 | $207,000 | +696.2% | 4,062 | +587.3% | 0.00% | – |
| Q4 2020 | $26,000 | +1200.0% | 591 | +809.2% | 0.00% | – |
| Q3 2020 | $2,000 | -89.5% | 65 | -89.0% | 0.00% | – |
| Q2 2020 | $19,000 | -64.2% | 590 | -56.3% | 0.00% | -100.0% |
| Q3 2019 | $53,000 | -1.9% | 1,350 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $54,000 | -16.9% | 1,350 | -18.2% | 0.00% | -33.3% |
| Q1 2019 | $65,000 | +4.8% | 1,650 | -8.3% | 0.00% | 0.0% |
| Q4 2018 | $62,000 | -56.0% | 1,800 | -47.1% | 0.00% | -50.0% |
| Q3 2018 | $141,000 | +2.9% | 3,405 | 0.0% | 0.01% | -25.0% |
| Q2 2018 | $137,000 | +7.0% | 3,405 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $128,000 | -5.2% | 3,405 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $135,000 | -43.5% | 3,405 | -45.8% | 0.01% | -20.0% |
| Q3 2017 | $239,000 | – | 6,285 | – | 0.01% | – |
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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% |