WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 132 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,854,972 | -2.3% | 56,267 | +1.9% | 0.05% | +8.5% |
| Q2 2023 | $2,922,435 | -4.5% | 55,203 | -10.3% | 0.05% | -13.0% |
| Q1 2023 | $3,060,320 | +8.0% | 61,526 | +5.5% | 0.05% | -1.8% |
| Q4 2022 | $2,834,686 | +11.7% | 58,303 | +1.1% | 0.06% | 0.0% |
| Q3 2022 | $2,537,000 | -21.1% | 57,691 | -17.5% | 0.06% | -24.7% |
| Q2 2022 | $3,215,000 | +191.2% | 69,930 | +246.4% | 0.07% | +231.8% |
| Q1 2022 | $1,104,000 | – | 20,187 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAIYO LIFE INSURANCE CO | 880,000 | $35,200,000 | 17.88% |
| RVW Wealth, LLC | 824,616 | $32,985,000 | 7.86% |
| 3D ASSET MANAGEMENT, INC | 553,096 | $22,124,000 | 5.39% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 489,261 | $19,570,000 | 5.00% |
| TMD & ASSOCIATES, INC | 122,905 | $4,916,000 | 3.36% |
| CAPITAL WEALTH MANAGEMENT, LLC | 72,534 | $2,902,000 | 2.89% |
| Hefren-Tillotson, Inc. | 249,490 | $9,980,000 | 2.76% |
| Avestar Capital, LLC | 74,522 | $2,978,000 | 1.89% |
| Marietta Wealth Management, LLC | 108,363 | $4,335,000 | 1.69% |
| Orgel Wealth Management, LLC | 104,594 | $4,184,000 | 1.63% |