WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 132 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $599,030 | +11.9% | 11,806 | +16.7% | 0.00% | 0.0% |
| Q2 2023 | $535,530 | +11.8% | 10,116 | +5.0% | 0.00% | 0.0% |
| Q1 2023 | $479,128 | +4.9% | 9,633 | +2.5% | 0.00% | 0.0% |
| Q4 2022 | $456,856 | +96.9% | 9,396 | +86.3% | 0.00% | +33.3% |
| Q2 2022 | $232,000 | -4.9% | 5,043 | +12.8% | 0.00% | 0.0% |
| Q1 2022 | $244,000 | -3.2% | 4,470 | -0.3% | 0.00% | 0.0% |
| Q4 2021 | $252,000 | +3.7% | 4,485 | -4.0% | 0.00% | 0.0% |
| Q3 2021 | $243,000 | -0.8% | 4,671 | +0.1% | 0.00% | 0.0% |
| Q2 2021 | $245,000 | +53.1% | 4,667 | -4.9% | 0.00% | -25.0% |
| Q2 2020 | $160,000 | -31.6% | 4,908 | -44.6% | 0.00% | -50.0% |
| Q1 2020 | $234,000 | -51.7% | 8,853 | -22.7% | 0.01% | -38.5% |
| Q4 2019 | $484,000 | +4.3% | 11,446 | -2.6% | 0.01% | -7.1% |
| Q3 2019 | $464,000 | +2.7% | 11,755 | +4.2% | 0.01% | 0.0% |
| Q2 2019 | $452,000 | +32.6% | 11,284 | +30.8% | 0.01% | +27.3% |
| Q1 2019 | $341,000 | +61.6% | 8,630 | +69.5% | 0.01% | +57.1% |
| Q3 2018 | $211,000 | -23.3% | 5,091 | -34.7% | 0.01% | -46.2% |
| Q1 2017 | $275,000 | +19.6% | 7,794 | +224.9% | 0.01% | +44.4% |
| Q3 2016 | $230,000 | +10.6% | 2,399 | +10.6% | 0.01% | -30.8% |
| Q2 2015 | $208,000 | 0.0% | 2,169 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $208,000 | 0.0% | 2,169 | -4.1% | 0.01% | -7.1% |
| Q2 2014 | $208,000 | – | 2,261 | – | 0.01% | – |
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% |