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 | $205 | -99.9% | 3,875 | -4.8% | 0.02% | -5.3% |
| Q1 2022 | $223,000 | -5.1% | 4,071 | -1.8% | 0.02% | -5.0% |
| Q4 2021 | $235,000 | +7.3% | 4,147 | -1.5% | 0.02% | -16.7% |
| Q3 2021 | $219,000 | -8.8% | 4,209 | -8.1% | 0.02% | -29.4% |
| Q2 2021 | $240,000 | -5.9% | 4,581 | -8.4% | 0.03% | +3.0% |
| Q1 2021 | $255,000 | +4.9% | 5,000 | -10.8% | 0.03% | -2.9% |
| Q4 2020 | $243,000 | +14.1% | 5,606 | -7.6% | 0.03% | +6.2% |
| Q3 2020 | $213,000 | -10.5% | 6,070 | -17.1% | 0.03% | -22.0% |
| Q2 2020 | $238,000 | -57.7% | 7,318 | -46.7% | 0.04% | -58.2% |
| Q4 2019 | $563,000 | +48.5% | 13,725 | +43.0% | 0.10% | +36.1% |
| Q3 2019 | $379,000 | -1.0% | 9,598 | +0.3% | 0.07% | -2.7% |
| Q2 2019 | $383,000 | +24.4% | 9,572 | +22.2% | 0.07% | +15.6% |
| Q1 2019 | $308,000 | +13.7% | 7,835 | -0.9% | 0.06% | -3.0% |
| Q4 2018 | $271,000 | -25.8% | 7,906 | -10.4% | 0.07% | -18.5% |
| Q3 2018 | $365,000 | +4.0% | 8,820 | +1.0% | 0.08% | -3.6% |
| Q2 2018 | $351,000 | +2.9% | 8,729 | -1.1% | 0.08% | -25.7% |
| Q1 2018 | $341,000 | – | 8,828 | – | 0.11% | – |
Download | ||||||
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% |