Institute for Wealth Management, LLC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 145 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of WISDOMTREE TR
ValueSharesWeighting
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%
13,6460.0%0.16%
+22.2%
Q2 2017$489,00013,6460.14%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
TAIYO LIFE INSURANCE CO 880,000$34,619,00018.04%
RVW Wealth, LLC 796,408$31,331,0008.00%
3D ASSET MANAGEMENT, INC 565,808$22,259,0005.24%
QUEST CAPITAL MANAGEMENT INC /ADV 504,871$19,861,0004.96%
TMD & ASSOCIATES, INC 124,297$4,890,0003.56%
CAPITAL WEALTH MANAGEMENT, LLC 76,250$3,000,0003.00%
Hefren-Tillotson, Inc. 225,753$8,881,0002.60%
Avestar Capital, LLC 76,622$2,997,0001.97%
Marietta Wealth Management, LLC 102,890$4,048,0001.66%
Family Legacy, Inc. 48,363$1,967,0001.60%
View complete list of WISDOMTREE TR shareholders