WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 135 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,772,941 | +1.2% | 133,484 | +5.8% | 0.06% | +5.2% |
| Q2 2023 | $6,694,127 | +219.0% | 126,110 | +198.9% | 0.06% | +190.0% |
| Q1 2023 | $2,098,535 | +429.5% | 42,191 | -1.4% | 0.02% | 0.0% |
| Q4 2022 | $396,340 | -89.9% | 42,793 | -52.2% | 0.02% | -55.6% |
| Q3 2022 | $3,938,000 | -12.6% | 89,539 | -8.7% | 0.04% | +12.5% |
| Q2 2022 | $4,508,000 | -9.8% | 98,064 | +7.3% | 0.04% | +5.3% |
| Q1 2022 | $4,997,000 | +11.3% | 91,385 | +14.5% | 0.04% | +11.8% |
| Q4 2021 | $4,490,000 | -18.2% | 79,781 | -24.4% | 0.03% | -2.9% |
| Q3 2021 | $5,490,000 | +38.1% | 105,552 | +39.2% | 0.04% | 0.0% |
| Q2 2021 | $3,974,000 | -4.1% | 75,852 | -6.8% | 0.04% | -12.5% |
| Q1 2021 | $4,145,000 | +22.6% | 81,402 | +4.6% | 0.04% | +14.3% |
| Q4 2020 | $3,382,000 | +65.8% | 77,821 | +28.2% | 0.04% | +29.6% |
| Q3 2020 | $2,040,000 | -50.1% | 60,697 | -51.7% | 0.03% | -52.6% |
| Q2 2020 | $4,092,000 | -46.5% | 125,621 | -56.6% | 0.06% | -59.3% |
| Q1 2020 | $7,651,000 | -29.7% | 289,565 | +11.9% | 0.14% | -17.2% |
| Q4 2019 | $10,888,000 | +52.9% | 258,674 | +43.6% | 0.17% | +52.3% |
| Q3 2019 | $7,123,000 | +2.9% | 180,155 | +4.1% | 0.11% | -11.2% |
| Q2 2019 | $6,920,000 | +19.0% | 173,008 | +17.1% | 0.12% | +8.7% |
| Q1 2019 | $5,815,000 | +14.5% | 147,763 | -0.2% | 0.12% | -5.7% |
| Q4 2018 | $5,077,000 | +34.6% | 148,059 | +62.3% | 0.12% | +58.4% |
| Q3 2018 | $3,773,000 | +351.3% | 91,225 | +338.5% | 0.08% | +450.0% |
| Q2 2018 | $836,000 | -43.1% | 20,806 | -45.2% | 0.01% | -75.4% |
| Q1 2018 | $1,469,000 | +74.1% | 37,987 | +81.1% | 0.06% | +58.3% |
| Q4 2017 | $844,000 | -18.7% | 20,972 | -24.4% | 0.04% | +38.5% |
| Q3 2017 | $1,038,000 | +82.7% | 27,747 | +74.5% | 0.03% | +73.3% |
| Q2 2017 | $568,000 | +17.1% | 15,898 | +13.5% | 0.02% | +7.1% |
| Q1 2017 | $485,000 | -1.0% | 14,004 | +197.5% | 0.01% | -12.5% |
| Q4 2016 | $490,000 | +5.2% | 4,708 | -4.3% | 0.02% | -15.8% |
| Q3 2016 | $466,000 | -5.5% | 4,918 | -13.1% | 0.02% | -20.8% |
| Q4 2015 | $493,000 | +19.7% | 5,661 | +18.0% | 0.02% | +4.3% |
| Q3 2015 | $412,000 | -40.9% | 4,799 | -34.5% | 0.02% | -30.3% |
| Q2 2015 | $697,000 | +683.1% | 7,331 | +622.3% | 0.03% | +450.0% |
| Q3 2014 | $89,000 | – | 1,015 | – | 0.01% | – |
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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% |