WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 114 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $318 | – | 6 | -14.3% | 0.00% | – |
| Q1 2023 | $0 | -100.0% | 7 | -61.1% | 0.00% | – |
| Q4 2022 | $1 | -100.0% | 18 | -99.9% | 0.00% | -100.0% |
| Q3 2022 | $788,000 | -37.3% | 17,922 | -34.4% | 0.01% | -53.6% |
| Q2 2022 | $1,257,000 | +439.5% | 27,336 | +541.1% | 0.03% | +1300.0% |
| Q1 2022 | $233,000 | -21.3% | 4,264 | -18.9% | 0.00% | -60.0% |
| Q4 2021 | $296,000 | -61.6% | 5,259 | -64.5% | 0.01% | -75.0% |
| Q3 2021 | $770,000 | -4.5% | 14,799 | -3.9% | 0.02% | -4.8% |
| Q2 2021 | $806,000 | +560.7% | 15,394 | +543.8% | 0.02% | +950.0% |
| Q1 2021 | $122,000 | -72.9% | 2,391 | -76.9% | 0.00% | -85.7% |
| Q4 2020 | $451,000 | -69.3% | 10,373 | -75.8% | 0.01% | -12.5% |
| Q3 2020 | $1,468,000 | -46.8% | 42,939 | -49.3% | 0.02% | -85.8% |
| Q2 2020 | $2,758,000 | +34.3% | 84,671 | +8.9% | 0.11% | -9.6% |
| Q1 2020 | $2,054,000 | +2234.1% | 77,743 | +3603.8% | 0.12% | +1685.7% |
| Q4 2019 | $88,000 | -73.3% | 2,099 | -74.9% | 0.01% | -69.6% |
| Q3 2019 | $330,000 | -73.0% | 8,358 | -72.7% | 0.02% | -72.0% |
| Q2 2019 | $1,224,000 | +547.6% | 30,606 | +537.8% | 0.08% | +645.5% |
| Q1 2019 | $189,000 | -87.5% | 4,799 | -89.1% | 0.01% | -89.9% |
| Q4 2018 | $1,513,000 | – | 44,110 | – | 0.11% | – |
| Q4 2017 | $0 | – | 0 | – | 0.00% | – |
| Q1 2014 | $0 | – | 0 | – | 0.00% | – |
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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% |