WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 134 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $264,390 | -5.3% | 4,575 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $279,167 | +6.3% | 4,575 | 0.0% | 0.01% | -9.1% |
| Q4 2023 | $262,560 | +13.1% | 4,575 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $232,136 | -4.2% | 4,575 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $242,201 | +6.4% | 4,575 | 0.0% | 0.01% | -8.3% |
| Q1 2023 | $227,561 | +2.3% | 4,575 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $222,436 | +10.7% | 4,575 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $201,000 | -4.3% | 4,575 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $210,000 | -16.0% | 4,575 | 0.0% | 0.01% | -7.7% |
| Q1 2022 | $250,000 | -2.7% | 4,575 | 0.0% | 0.01% | +8.3% |
| Q4 2021 | $257,000 | +7.1% | 4,575 | 0.0% | 0.01% | -7.7% |
| Q2 2021 | $240,000 | +3.0% | 4,575 | 0.0% | 0.01% | -7.1% |
| Q1 2021 | $233,000 | +117.8% | 4,575 | +200.0% | 0.01% | -68.9% |
| Q1 2013 | $107,000 | – | 1,525 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D/L Capital Management, LLC | 490,042 | $25,487,000 | 6.12% |
| Great Point Wealth Advisors, LLC | 332,881 | $17,313,000 | 5.95% |
| Consolidated Planning Corp | 100,915 | $5,249,000 | 3.41% |
| PSI Advisors, LLC | 81,449 | $4,237,000 | 1.95% |
| Clearwater Capital Advisors, LLC | 148,910 | $7,745,000 | 0.90% |
| ACG Wealth | 89,562 | $4,658,000 | 0.61% |
| Oxler Private Wealth LLC | 26,596 | $1,383,000 | 0.61% |
| CULBERTSON A N & CO INC | 54,595 | $2,839,000 | 0.58% |
| HC FINANCIAL ADVISORS INC | 15,150 | $788,000 | 0.47% |
| Investors Research Corp | 26,205 | $1,363,000 | 0.46% |