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 | $26 | -3.7% | 510 | 0.0% | 0.00% | – |
| Q2 2023 | $27 | +80.0% | 510 | +70.0% | 0.00% | – |
| Q1 2023 | $15 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q4 2022 | $15 | -99.9% | 300 | 0.0% | 0.00% | – |
| Q3 2022 | $13,000 | -7.1% | 300 | 0.0% | 0.00% | – |
| Q2 2022 | $14,000 | -12.5% | 300 | 0.0% | 0.00% | – |
| Q1 2022 | $16,000 | -40.7% | 300 | -37.5% | 0.00% | – |
| Q4 2021 | $27,000 | -95.0% | 480 | -97.0% | 0.00% | -100.0% |
| Q4 2018 | $541,000 | -29.3% | 15,786 | -14.7% | 0.01% | -30.0% |
| Q3 2018 | $765,000 | +12650.0% | 18,501 | +12485.7% | 0.02% | – |
| Q2 2018 | $6,000 | – | 147 | – | 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% |