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 | $488,713 | -18.0% | 9,632 | -14.5% | 0.05% | -17.7% |
| Q2 2023 | $596,259 | -2.9% | 11,263 | -8.8% | 0.06% | -6.1% |
| Q1 2023 | $613,988 | -0.6% | 12,344 | -2.8% | 0.07% | -5.7% |
| Q4 2022 | $617,675 | +1.4% | 12,704 | -8.2% | 0.07% | -2.8% |
| Q3 2022 | $609,000 | -7.6% | 13,839 | -3.4% | 0.07% | -2.7% |
| Q2 2022 | $659,000 | -14.9% | 14,331 | +1.2% | 0.07% | -5.1% |
| Q1 2022 | $774,000 | +5.0% | 14,161 | +3.7% | 0.08% | +4.0% |
| Q4 2021 | $737,000 | +0.5% | 13,659 | -3.1% | 0.08% | -37.0% |
| Q3 2021 | $733,000 | -2.7% | 14,096 | -2.0% | 0.12% | -3.3% |
| Q2 2021 | $753,000 | -4.0% | 14,381 | -6.6% | 0.12% | +32.3% |
| Q1 2021 | $784,000 | +8.4% | 15,400 | -7.5% | 0.09% | +4.5% |
| Q4 2020 | $723,000 | -0.1% | 16,642 | -21.4% | 0.09% | -13.6% |
| Q3 2020 | $724,000 | -3.1% | 21,180 | -7.6% | 0.10% | -9.6% |
| Q2 2020 | $747,000 | +25.5% | 22,927 | +1.8% | 0.11% | +2.7% |
| Q1 2020 | $595,000 | -17.6% | 22,524 | +31.3% | 0.11% | +1.8% |
| Q4 2019 | $722,000 | +3.1% | 17,157 | -3.3% | 0.11% | +12.4% |
| Q3 2019 | $700,000 | -5.1% | 17,751 | -3.7% | 0.10% | -6.7% |
| Q2 2019 | $738,000 | -2.9% | 18,442 | -4.5% | 0.10% | -13.3% |
| Q1 2019 | $760,000 | -1.7% | 19,315 | -14.3% | 0.12% | -13.0% |
| Q4 2018 | $773,000 | -16.3% | 22,540 | +0.9% | 0.14% | -6.8% |
| Q3 2018 | $924,000 | +2.4% | 22,345 | -0.5% | 0.15% | -0.7% |
| Q2 2018 | $902,000 | -0.6% | 22,448 | -4.3% | 0.15% | -5.1% |
| Q1 2018 | $907,000 | -26.2% | 23,452 | -24.3% | 0.16% | -26.6% |
| Q4 2017 | $1,229,000 | -27.4% | 30,970 | -31.8% | 0.21% | -34.6% |
| Q3 2017 | $1,692,000 | -7.6% | 45,443 | -11.2% | 0.33% | -12.6% |
| Q2 2017 | $1,832,000 | -4.1% | 51,165 | -5.6% | 0.37% | -9.2% |
| Q1 2017 | $1,911,000 | -1.0% | 54,182 | +188.2% | 0.41% | -4.2% |
| Q4 2016 | $1,931,000 | -14.4% | 18,803 | -20.2% | 0.43% | -16.2% |
| Q3 2016 | $2,256,000 | -50.4% | 23,577 | -52.6% | 0.51% | -53.4% |
| Q2 2016 | $4,544,000 | +10.8% | 49,774 | +9.4% | 1.10% | +19.1% |
| Q1 2016 | $4,101,000 | +17.7% | 45,514 | +13.9% | 0.92% | +4.5% |
| Q4 2015 | $3,483,000 | -10.9% | 39,974 | +22.7% | 0.88% | -14.6% |
| Q3 2015 | $3,909,000 | +18.5% | 32,582 | -6.2% | 1.04% | +20.6% |
| Q2 2015 | $3,299,000 | +3.6% | 34,719 | +5.2% | 0.86% | +39.9% |
| Q1 2015 | $3,184,000 | +4.3% | 32,991 | +0.1% | 0.61% | -30.5% |
| Q4 2014 | $3,053,000 | +21.7% | 32,948 | +15.0% | 0.88% | +6.8% |
| Q3 2014 | $2,508,000 | -1.1% | 28,656 | +4.5% | 0.83% | +1.3% |
| Q2 2014 | $2,535,000 | +35.9% | 27,416 | +30.6% | 0.82% | +29.1% |
| Q1 2014 | $1,865,000 | +5.6% | 20,990 | +2.8% | 0.63% | -4.8% |
| Q4 2013 | $1,766,000 | +22.4% | 20,416 | +11.5% | 0.66% | +5.4% |
| Q3 2013 | $1,443,000 | +2.6% | 18,312 | -6.3% | 0.63% | -2.6% |
| Q2 2013 | $1,406,000 | – | 19,538 | – | 0.65% | – |
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% |