WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 146 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,812,788 | -4.2% | 35,727 | 0.0% | 0.11% | -1.7% |
| Q2 2023 | $1,891,388 | +12.8% | 35,727 | +6.0% | 0.12% | +8.4% |
| Q1 2023 | $1,676,487 | +2.3% | 33,705 | 0.0% | 0.11% | -3.6% |
| Q4 2022 | $1,638,737 | +4.9% | 33,705 | -5.1% | 0.11% | -2.6% |
| Q3 2022 | $1,562,000 | -4.3% | 35,505 | 0.0% | 0.11% | 0.0% |
| Q2 2022 | $1,632,000 | -15.9% | 35,505 | 0.0% | 0.11% | +1.8% |
| Q1 2022 | $1,941,000 | -2.9% | 35,505 | 0.0% | 0.11% | -7.4% |
| Q4 2021 | $1,998,000 | -28.2% | 35,505 | -33.6% | 0.12% | -34.9% |
| Q3 2021 | $2,782,000 | -7.3% | 53,485 | -6.6% | 0.19% | -7.9% |
| Q2 2021 | $3,000,000 | +2.9% | 57,255 | 0.0% | 0.20% | -9.4% |
| Q1 2021 | $2,916,000 | +17.2% | 57,255 | 0.0% | 0.22% | +8.3% |
| Q4 2020 | $2,488,000 | +20.8% | 57,255 | -5.0% | 0.21% | +10.8% |
| Q3 2020 | $2,060,000 | -14.0% | 60,255 | -18.0% | 0.19% | -19.1% |
| Q2 2020 | $2,394,000 | -24.9% | 73,470 | -39.1% | 0.23% | -36.3% |
| Q1 2020 | $3,187,000 | -38.2% | 120,645 | -1.5% | 0.36% | -21.7% |
| Q4 2019 | $5,155,000 | +6.1% | 122,481 | -0.6% | 0.46% | -6.9% |
| Q3 2019 | $4,860,000 | -5.2% | 123,231 | -3.8% | 0.50% | -5.9% |
| Q2 2019 | $5,124,000 | -12.8% | 128,106 | -14.3% | 0.53% | -19.4% |
| Q1 2019 | $5,878,000 | +14.7% | 149,406 | 0.0% | 0.65% | -8.4% |
| Q4 2018 | $5,123,000 | +29.0% | 149,406 | +55.6% | 0.71% | -34.6% |
| Q3 2018 | $3,970,000 | +9.9% | 95,991 | +6.7% | 1.09% | -2.1% |
| Q2 2018 | $3,614,000 | +0.5% | 89,970 | -3.2% | 1.11% | -7.9% |
| Q1 2018 | $3,596,000 | -2.5% | 92,970 | 0.0% | 1.21% | -1.4% |
| Q4 2017 | $3,689,000 | -0.7% | 92,970 | -6.8% | 1.23% | -9.9% |
| Q3 2017 | $3,715,000 | +2.8% | 99,750 | -1.2% | 1.36% | -4.4% |
| Q2 2017 | $3,614,000 | -1.7% | 100,950 | -3.2% | 1.42% | -7.2% |
| Q1 2017 | $3,676,000 | +3.0% | 104,250 | +200.0% | 1.54% | -3.7% |
| Q4 2016 | $3,568,000 | -49.5% | 34,750 | -52.9% | 1.59% | -46.5% |
| Q3 2016 | $7,063,000 | -3.9% | 73,822 | -8.3% | 2.98% | -8.8% |
| Q2 2016 | $7,348,000 | -8.4% | 80,487 | -9.6% | 3.27% | -22.3% |
| Q1 2016 | $8,022,000 | -1.3% | 89,032 | -4.6% | 4.21% | -0.3% |
| Q4 2015 | $8,129,000 | -11.6% | 93,282 | -12.8% | 4.22% | -9.6% |
| Q3 2015 | $9,192,000 | +15.1% | 106,982 | +27.3% | 4.67% | +30.6% |
| Q2 2015 | $7,986,000 | +32.6% | 84,052 | +34.7% | 3.58% | +30.5% |
| Q1 2015 | $6,024,000 | +167.4% | 62,417 | +156.6% | 2.74% | +130.8% |
| Q4 2014 | $2,253,000 | +17.0% | 24,320 | +10.5% | 1.19% | +12.3% |
| Q3 2014 | $1,926,000 | +3.0% | 22,000 | +8.8% | 1.06% | -0.2% |
| Q2 2014 | $1,869,000 | +74.5% | 20,220 | +67.8% | 1.06% | +68.1% |
| Q1 2014 | $1,071,000 | – | 12,050 | – | 0.63% | – |
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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% |