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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $280,000 | -24.1% | 5,338 | -52.9% | 0.00% | – |
| Q2 2020 | $369,000 | -66.0% | 11,340 | -72.4% | 0.00% | -100.0% |
| Q1 2020 | $1,085,000 | -0.7% | 41,070 | +48.2% | 0.00% | -50.0% |
| Q3 2019 | $1,093,000 | +28.7% | 27,718 | +28.4% | 0.00% | +100.0% |
| Q1 2019 | $849,000 | +135.2% | 21,590 | +147.4% | 0.00% | 0.0% |
| Q3 2018 | $361,000 | -53.5% | 8,726 | -54.9% | 0.00% | -50.0% |
| Q2 2018 | $777,000 | -72.4% | 19,339 | -73.5% | 0.00% | -71.4% |
| Q1 2018 | $2,818,000 | +221.0% | 72,853 | +229.4% | 0.01% | +133.3% |
| Q4 2017 | $878,000 | +48.1% | 22,116 | +39.0% | 0.00% | +50.0% |
| Q3 2017 | $593,000 | +8.6% | 15,916 | +4.4% | 0.00% | 0.0% |
| Q2 2017 | $546,000 | -1.1% | 15,238 | -2.7% | 0.00% | 0.0% |
| Q1 2017 | $552,000 | -67.6% | 15,658 | -5.6% | 0.00% | -71.4% |
| Q4 2016 | $1,704,000 | +607.1% | 16,594 | +559.5% | 0.01% | +600.0% |
| Q3 2016 | $241,000 | +11.6% | 2,516 | +6.4% | 0.00% | 0.0% |
| Q2 2016 | $216,000 | -85.0% | 2,364 | -85.2% | 0.00% | -87.5% |
| Q1 2016 | $1,436,000 | -11.8% | 15,937 | -14.7% | 0.01% | -20.0% |
| Q4 2015 | $1,629,000 | +0.2% | 18,691 | -1.2% | 0.01% | 0.0% |
| Q3 2015 | $1,626,000 | -79.9% | 18,919 | -77.7% | 0.01% | -80.8% |
| Q2 2015 | $8,078,000 | +164.1% | 85,026 | +157.5% | 0.05% | +126.1% |
| Q4 2014 | $3,059,000 | -57.3% | 33,018 | -59.7% | 0.02% | -68.5% |
| Q3 2014 | $7,171,000 | +1914.3% | 81,927 | +2024.7% | 0.07% | +1360.0% |
| Q2 2014 | $356,000 | – | 3,856 | – | 0.01% | – |
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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% |