WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 132 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,492,000 | +8.3% | 44,517 | +0.5% | 0.13% | +3.1% |
| Q3 2021 | $2,302,000 | +1.7% | 44,277 | +2.5% | 0.13% | +0.8% |
| Q2 2021 | $2,263,000 | +7.6% | 43,211 | +4.6% | 0.13% | -0.8% |
| Q1 2021 | $2,104,000 | +25.7% | 41,317 | +7.3% | 0.13% | +16.2% |
| Q4 2020 | $1,674,000 | +32.0% | 38,523 | +3.8% | 0.11% | +13.3% |
| Q3 2020 | $1,268,000 | +21.0% | 37,111 | +15.4% | 0.10% | +12.6% |
| Q2 2020 | $1,048,000 | +36.1% | 32,170 | +10.4% | 0.09% | +14.5% |
| Q1 2020 | $770,000 | -90.8% | 29,150 | -85.3% | 0.08% | -88.6% |
| Q4 2019 | $8,355,000 | +278.9% | 198,505 | +254.9% | 0.66% | +244.0% |
| Q3 2019 | $2,205,000 | +22.9% | 55,926 | +24.7% | 0.19% | +23.7% |
| Q2 2019 | $1,794,000 | +29800.0% | 44,854 | +27084.2% | 0.16% | +15500.0% |
| Q1 2019 | $6,000 | +20.0% | 165 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $5,000 | -16.7% | 165 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $6,000 | 0.0% | 165 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $6,000 | 0.0% | 165 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $6,000 | – | 165 | – | 0.00% | – |
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% |