WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 132 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |