WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 120 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,812,000 | -0.4% | 86,665 | +4.0% | 0.87% | +11.5% |
| Q2 2022 | $3,829,000 | -15.5% | 83,295 | +0.6% | 0.78% | -8.6% |
| Q1 2022 | $4,529,000 | -9.3% | 82,829 | -6.6% | 0.86% | +20.7% |
| Q4 2021 | $4,991,000 | +7.1% | 88,681 | -1.0% | 0.71% | +15.8% |
| Q3 2021 | $4,658,000 | -3.3% | 89,562 | -2.6% | 0.61% | +0.2% |
| Q2 2021 | $4,816,000 | -12.1% | 91,917 | -14.5% | 0.61% | -16.0% |
| Q1 2021 | $5,477,000 | +12.5% | 107,545 | -4.0% | 0.73% | +8.0% |
| Q4 2020 | $4,870,000 | -6.0% | 112,055 | -26.0% | 0.67% | -13.8% |
| Q3 2020 | $5,180,000 | -13.1% | 151,495 | -17.2% | 0.78% | -19.7% |
| Q2 2020 | $5,961,000 | +36.8% | 182,972 | +10.9% | 0.97% | +19.7% |
| Q1 2020 | $4,359,000 | -42.1% | 165,000 | -7.8% | 0.81% | -27.5% |
| Q4 2019 | $7,529,000 | -17.7% | 178,869 | -22.9% | 1.12% | -17.0% |
| Q3 2019 | $9,145,000 | -1.8% | 231,884 | -0.4% | 1.35% | +8.0% |
| Q2 2019 | $9,308,000 | +269.7% | 232,707 | +263.6% | 1.25% | +270.6% |
| Q1 2019 | $2,518,000 | +9.8% | 63,999 | -4.3% | 0.34% | -4.3% |
| Q4 2018 | $2,294,000 | -18.9% | 66,903 | -2.2% | 0.35% | -6.1% |
| Q3 2018 | $2,829,000 | +491.8% | 68,406 | +467.7% | 0.38% | +428.2% |
| Q4 2017 | $478,000 | – | 12,050 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D/L Capital Management, LLC | 458,973 | $22,315,282 | 6.00% |
| Great Point Wealth Advisors, LLC | 206,071 | $10,019,170 | 3.36% |
| THEORY FINANCIAL LLC | 69,922 | $3,399,608 | 2.25% |
| Consolidated Planning Corp | 112,442 | $5,466,953 | 1.51% |
| Oxler Private Wealth LLC | 38,566 | $1,875,080 | 1.01% |
| Clearwater Capital Advisors, LLC | 155,288 | $7,550,103 | 0.98% |
| Breakwater Capital Group | 26,266 | $1,277,053 | 0.67% |
| Aurora Private Wealth, Inc. | 11,884 | $578 | 0.66% |
| CULBERTSON A N & CO INC | 50,222 | $2,441,774 | 0.51% |
| Stratos Wealth Partners, LTD. | 387,245 | $18,827,878 | 0.48% |