WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 127 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $22,525 | +6.8% | 425 | +0.5% | 0.00% | 0.0% |
| Q1 2023 | $21,086 | +2.6% | 423 | +0.2% | 0.00% | 0.0% |
| Q4 2022 | $20,558 | +14.2% | 422 | +0.5% | 0.00% | 0.0% |
| Q3 2022 | $18,000 | -5.3% | 420 | +0.5% | 0.00% | 0.0% |
| Q2 2022 | $19,000 | -44.1% | 418 | -31.9% | 0.00% | 0.0% |
| Q4 2021 | $34,000 | +9.7% | 614 | +0.2% | 0.00% | 0.0% |
| Q3 2021 | $31,000 | 0.0% | 613 | +0.5% | 0.00% | -50.0% |
| Q2 2021 | $31,000 | -22.5% | 610 | -23.5% | 0.00% | 0.0% |
| Q1 2021 | $40,000 | +17.6% | 797 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $34,000 | +25.9% | 797 | +0.8% | 0.00% | 0.0% |
| Q3 2020 | $27,000 | – | 791 | – | 0.00% | – |
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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% |