WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 127 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,623,680 | -3.8% | 32,000 | +0.4% | 0.17% | -1.7% |
| Q2 2023 | $1,687,992 | +8.1% | 31,885 | +1.5% | 0.18% | -5.4% |
| Q1 2023 | $1,562,085 | +6.5% | 31,405 | +4.1% | 0.18% | +1.1% |
| Q4 2022 | $1,466,136 | +14.0% | 30,155 | +3.2% | 0.18% | +13.7% |
| Q3 2022 | $1,286,000 | +28.5% | 29,230 | +34.2% | 0.16% | +25.8% |
| Q2 2022 | $1,001,000 | -13.6% | 21,775 | +2.7% | 0.13% | +4.1% |
| Q1 2022 | $1,159,000 | +36.7% | 21,205 | +40.7% | 0.12% | +36.7% |
| Q4 2021 | $848,000 | +55.3% | 15,075 | +43.7% | 0.09% | +40.6% |
| Q3 2021 | $546,000 | +8.5% | 10,490 | +9.3% | 0.06% | +6.7% |
| Q2 2021 | $503,000 | +12.8% | 9,600 | +9.7% | 0.06% | +3.4% |
| Q1 2021 | $446,000 | +31.2% | 8,755 | +11.9% | 0.06% | +20.8% |
| Q4 2020 | $340,000 | +190.6% | 7,825 | +128.1% | 0.05% | +152.6% |
| Q3 2020 | $117,000 | +72.1% | 3,430 | +63.7% | 0.02% | +58.3% |
| Q2 2020 | $68,000 | – | 2,095 | – | 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% |