WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 135 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $610 | +13.4% | 10,635 | +0.3% | 0.42% | +4.5% |
| Q3 2023 | $538 | -3.9% | 10,604 | +0.3% | 0.40% | +3.9% |
| Q2 2023 | $560 | +6.7% | 10,575 | +0.3% | 0.39% | +5.7% |
| Q1 2023 | $525 | +2.7% | 10,546 | +0.3% | 0.37% | -3.4% |
| Q4 2022 | $511 | -99.9% | 10,519 | +0.5% | 0.38% | +2.7% |
| Q3 2022 | $460,000 | -4.0% | 10,467 | +0.4% | 0.37% | +3.3% |
| Q2 2022 | $479,000 | -13.1% | 10,422 | +0.4% | 0.36% | +1.7% |
| Q1 2022 | $551,000 | -7.4% | 10,382 | -1.9% | 0.35% | +2.0% |
| Q4 2021 | $595,000 | +8.4% | 10,578 | +0.8% | 0.35% | +5.5% |
| Q3 2021 | $549,000 | -0.2% | 10,494 | 0.0% | 0.33% | +0.3% |
| Q2 2021 | $550,000 | +3.4% | 10,494 | +0.3% | 0.33% | -2.4% |
| Q1 2021 | $532,000 | +17.2% | 10,463 | +0.0% | 0.34% | +13.2% |
| Q4 2020 | $454,000 | +27.9% | 10,458 | +0.7% | 0.30% | +10.0% |
| Q3 2020 | $355,000 | +5.3% | 10,385 | +0.4% | 0.27% | -0.7% |
| Q2 2020 | $337,000 | +23.9% | 10,342 | +0.4% | 0.27% | +3.0% |
| Q1 2020 | $272,000 | -36.4% | 10,305 | +0.6% | 0.26% | -11.1% |
| Q4 2019 | $428,000 | +6.5% | 10,241 | +0.4% | 0.30% | -2.0% |
| Q3 2019 | $402,000 | 0.0% | 10,198 | +0.5% | 0.30% | +1.7% |
| Q2 2019 | $402,000 | +1.0% | 10,151 | +0.3% | 0.30% | +32.6% |
| Q1 2019 | $398,000 | +15.0% | 10,119 | +0.2% | 0.22% | -26.3% |
| Q4 2018 | $346,000 | – | 10,098 | – | 0.30% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAIYO LIFE INSURANCE CO | 880,000 | $35,200,000 | 17.88% |
| RVW Wealth, LLC | 824,616 | $32,985,000 | 7.86% |
| 3D ASSET MANAGEMENT, INC | 553,096 | $22,124,000 | 5.39% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 489,261 | $19,570,000 | 5.00% |
| TMD & ASSOCIATES, INC | 122,905 | $4,916,000 | 3.36% |
| CAPITAL WEALTH MANAGEMENT, LLC | 72,534 | $2,902,000 | 2.89% |
| Hefren-Tillotson, Inc. | 249,490 | $9,980,000 | 2.76% |
| Avestar Capital, LLC | 74,522 | $2,978,000 | 1.89% |
| Marietta Wealth Management, LLC | 108,363 | $4,335,000 | 1.69% |
| Orgel Wealth Management, LLC | 104,594 | $4,184,000 | 1.63% |