WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 130 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $237,000 | -2.9% | 4,345 | +0.0% | 0.14% | +37.9% |
| Q4 2021 | $244,000 | -65.1% | 4,344 | -67.7% | 0.10% | -64.0% |
| Q3 2021 | $700,000 | -0.1% | 13,466 | +0.6% | 0.29% | -3.1% |
| Q2 2021 | $701,000 | +5.6% | 13,384 | +2.5% | 0.30% | -1.3% |
| Q1 2021 | $664,000 | +13.5% | 13,055 | -3.1% | 0.30% | -0.7% |
| Q4 2020 | $585,000 | +5.4% | 13,471 | -17.1% | 0.30% | -5.3% |
| Q3 2020 | $555,000 | -6.7% | 16,241 | -11.1% | 0.32% | -9.7% |
| Q2 2020 | $595,000 | +85.4% | 18,274 | +50.0% | 0.35% | -17.6% |
| Q1 2020 | $321,000 | -62.3% | 12,179 | -39.8% | 0.43% | -5.5% |
| Q4 2019 | $851,000 | +92.1% | 20,222 | +76.5% | 0.45% | +103.6% |
| Q3 2019 | $443,000 | +16.9% | 11,454 | +21.1% | 0.22% | +2.8% |
| Q2 2019 | $379,000 | +8.0% | 9,458 | +7.5% | 0.22% | +5.9% |
| Q1 2019 | $351,000 | +35.5% | 8,798 | +29.1% | 0.20% | -14.6% |
| Q4 2018 | $259,000 | – | 6,815 | – | 0.24% | – |
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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% |