WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 135 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $292,770 | -16.7% | 5,770 | -13.1% | 0.00% | – |
| Q2 2023 | $351,521 | +6.4% | 6,640 | 0.0% | 0.00% | – |
| Q1 2023 | $330,273 | +2.3% | 6,640 | 0.0% | 0.00% | – |
| Q4 2022 | $322,837 | +10.6% | 6,640 | 0.0% | 0.00% | -100.0% |
| Q3 2022 | $292,000 | +7.7% | 6,640 | +12.6% | 0.00% | – |
| Q2 2022 | $271,000 | -60.0% | 5,899 | -52.3% | 0.00% | -100.0% |
| Q1 2022 | $677,000 | +2.0% | 12,376 | +5.0% | 0.00% | 0.0% |
| Q4 2021 | $664,000 | +6.8% | 11,790 | -1.5% | 0.00% | 0.0% |
| Q3 2021 | $622,000 | +117.5% | 11,968 | +119.2% | 0.00% | 0.0% |
| Q2 2021 | $286,000 | -54.4% | 5,459 | -55.6% | 0.00% | 0.0% |
| Q1 2021 | $627,000 | +24.9% | 12,306 | +6.5% | 0.00% | 0.0% |
| Q4 2020 | $502,000 | +27.7% | 11,559 | +0.5% | 0.00% | 0.0% |
| Q3 2020 | $393,000 | +40.4% | 11,507 | +33.7% | 0.00% | 0.0% |
| Q2 2020 | $280,000 | +400.0% | 8,606 | +445.4% | 0.00% | – |
| Q2 2017 | $56,000 | +7.7% | 1,578 | +6.9% | 0.00% | – |
| Q1 2017 | $52,000 | +8.3% | 1,476 | +214.7% | 0.00% | – |
| Q4 2016 | $48,000 | +1100.0% | 469 | +1043.9% | 0.00% | – |
| Q3 2016 | $4,000 | -93.9% | 41 | -94.0% | 0.00% | -100.0% |
| Q1 2015 | $66,000 | +15.8% | 684 | +6.9% | 0.00% | 0.0% |
| Q1 2014 | $57,000 | +1800.0% | 640 | +1500.0% | 0.00% | – |
| Q4 2013 | $3,000 | – | 40 | – | 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% |