WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 156 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,366,703 | -3.7% | 125,477 | +0.5% | 0.10% | -4.8% |
| Q2 2023 | $6,609,930 | +8.4% | 124,857 | +1.9% | 0.10% | +2.0% |
| Q1 2023 | $6,095,935 | +1.5% | 122,556 | -0.8% | 0.10% | -6.4% |
| Q4 2022 | $6,006,369 | +10.8% | 123,537 | +0.3% | 0.11% | -23.8% |
| Q3 2022 | $5,419,000 | -2.9% | 123,225 | +1.5% | 0.14% | +12.6% |
| Q2 2022 | $5,581,000 | -6.5% | 121,397 | +11.2% | 0.13% | +6.7% |
| Q1 2022 | $5,969,000 | -11.8% | 109,167 | -9.2% | 0.12% | -13.1% |
| Q4 2021 | $6,767,000 | +22.5% | 120,243 | +13.2% | 0.14% | +26.9% |
| Q3 2021 | $5,526,000 | +1225.2% | 106,240 | +1233.8% | 0.11% | +980.0% |
| Q2 2021 | $417,000 | -3.2% | 7,965 | -5.9% | 0.01% | -16.7% |
| Q1 2021 | $431,000 | -57.9% | 8,464 | -64.0% | 0.01% | -63.6% |
| Q4 2020 | $1,023,000 | +33.4% | 23,538 | +4.9% | 0.03% | +13.8% |
| Q3 2020 | $767,000 | +1.9% | 22,445 | -2.9% | 0.03% | -9.4% |
| Q2 2020 | $753,000 | +15.7% | 23,108 | -6.2% | 0.03% | -8.6% |
| Q1 2020 | $651,000 | -35.9% | 24,626 | +1.9% | 0.04% | -18.6% |
| Q4 2019 | $1,015,000 | +5.3% | 24,171 | -1.1% | 0.04% | 0.0% |
| Q3 2019 | $964,000 | -11.0% | 24,429 | -9.7% | 0.04% | -10.4% |
| Q2 2019 | $1,083,000 | +9.7% | 27,044 | -5.9% | 0.05% | -17.2% |
| Q4 2018 | $987,000 | -16.4% | 28,742 | +0.8% | 0.06% | 0.0% |
| Q3 2018 | $1,180,000 | +24.9% | 28,525 | +21.4% | 0.06% | +7.4% |
| Q2 2018 | $945,000 | +2.6% | 23,495 | -1.3% | 0.05% | -3.6% |
| Q1 2018 | $921,000 | -0.5% | 23,800 | -4.3% | 0.06% | 0.0% |
| Q3 2017 | $926,000 | +4.4% | 24,873 | 0.0% | 0.06% | 0.0% |
| Q2 2017 | $887,000 | +16.4% | 24,873 | +15.1% | 0.06% | +9.8% |
| Q1 2017 | $762,000 | +12.6% | 21,604 | +228.1% | 0.05% | 0.0% |
| Q4 2016 | $677,000 | +9.5% | 6,585 | +1.7% | 0.05% | +8.5% |
| Q3 2016 | $618,000 | +8.0% | 6,473 | +2.7% | 0.05% | +6.8% |
| Q2 2016 | $572,000 | +23.0% | 6,305 | +22.5% | 0.04% | +12.8% |
| Q1 2016 | $465,000 | +53.0% | 5,149 | +47.1% | 0.04% | +50.0% |
| Q4 2015 | $304,000 | – | 3,501 | – | 0.03% | – |
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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% |