WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 5 filers reported holding WISDOMTREE TR in Q4 2023. 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 ↓ |
|---|---|---|---|
| TAIYO LIFE INSURANCE CO | 880,000 | $35,200,000 | 17.88% |
| RVW Wealth, LLC | 824,616 | $32,985,000 | 7.86% |
| 3D ASSET MANAGEMENT, INC | 553,096 | $22,124,000 | 5.39% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 489,261 | $19,570,000 | 5.00% |
| TMD & ASSOCIATES, INC | 122,905 | $4,916,000 | 3.36% |
| CAPITAL WEALTH MANAGEMENT, LLC | 72,534 | $2,902,000 | 2.89% |
| Hefren-Tillotson, Inc. | 249,490 | $9,980,000 | 2.76% |
| Avestar Capital, LLC | 74,522 | $2,978,000 | 1.89% |
| Marietta Wealth Management, LLC | 108,363 | $4,335,000 | 1.69% |
| Orgel Wealth Management, LLC | 104,594 | $4,184,000 | 1.63% |