WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 132 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $695,449 | -4.1% | 13,706 | +0.0% | 0.12% | +2.5% |
Q2 2023 | $725,438 | +6.5% | 13,703 | +0.0% | 0.12% | -6.2% |
Q1 2023 | $681,429 | +2.3% | 13,700 | +0.0% | 0.13% | -7.1% |
Q4 2022 | $665,977 | +10.6% | 13,698 | +0.0% | 0.14% | +3.7% |
Q3 2022 | $602,000 | -4.3% | 13,693 | +0.0% | 0.14% | +8.9% |
Q2 2022 | $629,000 | -15.9% | 13,690 | +0.0% | 0.12% | +2.5% |
Q1 2022 | $748,000 | -2.9% | 13,686 | +0.0% | 0.12% | -3.2% |
Q4 2021 | $770,000 | +8.1% | 13,684 | +0.0% | 0.12% | 0.0% |
Q3 2021 | $712,000 | -0.7% | 13,682 | +0.0% | 0.12% | -0.8% |
Q2 2021 | $717,000 | +3.0% | 13,677 | +0.0% | 0.13% | -4.5% |
Q1 2021 | $696,000 | +17.2% | 13,675 | +0.0% | 0.13% | +11.9% |
Q4 2020 | $594,000 | +34.4% | 13,674 | +5.8% | 0.12% | +16.8% |
Q3 2020 | $442,000 | -8.7% | 12,926 | -12.9% | 0.10% | -14.4% |
Q2 2020 | $484,000 | +26.4% | 14,847 | +2.4% | 0.12% | 0.0% |
Q1 2020 | $383,000 | -41.0% | 14,503 | -6.0% | 0.12% | -19.7% |
Q4 2019 | $649,000 | +4.2% | 15,425 | -2.3% | 0.15% | -6.4% |
Q3 2019 | $623,000 | -21.0% | 15,794 | -20.0% | 0.16% | -10.3% |
Q2 2019 | $789,000 | +16.5% | 19,731 | +14.6% | 0.18% | +19.0% |
Q1 2019 | $677,000 | +34.1% | 17,211 | +16.8% | 0.15% | -29.0% |
Q4 2018 | $505,000 | -16.3% | 14,735 | +0.7% | 0.21% | +1.5% |
Q3 2018 | $603,000 | +2.7% | 14,639 | -0.1% | 0.20% | +9.1% |
Q2 2018 | $587,000 | +2.4% | 14,648 | +1.9% | 0.19% | +41.7% |
Q4 2017 | $573,000 | +12.8% | 14,372 | +5.3% | 0.13% | -20.0% |
Q3 2017 | $508,000 | +3.9% | 13,646 | 0.0% | 0.16% | +22.2% |
Q2 2017 | $489,000 | – | 13,646 | – | 0.14% | – |
Download |
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% |