WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 145 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $345,316 | -6.1% | 6,805 | -2.1% | 0.01% | -12.5% |
| Q2 2023 | $367,880 | -98.0% | 6,948 | -98.2% | 0.01% | -98.3% |
| Q4 2022 | $18,827,878 | +10.9% | 387,245 | +0.3% | 0.48% | +0.4% |
| Q3 2022 | $16,981,000 | +5695.6% | 386,113 | +5962.4% | 0.47% | +6671.4% |
| Q2 2022 | $293,000 | -53.9% | 6,369 | -45.2% | 0.01% | -50.0% |
| Q1 2022 | $636,000 | -18.5% | 11,623 | -16.2% | 0.01% | -17.6% |
| Q4 2021 | $780,000 | +0.1% | 13,864 | -7.4% | 0.02% | -15.0% |
| Q3 2021 | $779,000 | -2.7% | 14,975 | -2.0% | 0.02% | 0.0% |
| Q2 2021 | $801,000 | +16.1% | 15,288 | +12.8% | 0.02% | +5.3% |
| Q1 2021 | $690,000 | +17.5% | 13,554 | +0.4% | 0.02% | +11.8% |
| Q4 2020 | $587,000 | +17.9% | 13,504 | -7.2% | 0.02% | +6.2% |
| Q3 2020 | $498,000 | -14.6% | 14,552 | -18.7% | 0.02% | -23.8% |
| Q2 2020 | $583,000 | +17.8% | 17,904 | -4.3% | 0.02% | -8.7% |
| Q1 2020 | $495,000 | -51.9% | 18,717 | -23.5% | 0.02% | -42.5% |
| Q4 2019 | $1,030,000 | +15.3% | 24,476 | +8.1% | 0.04% | +2.6% |
| Q3 2019 | $893,000 | +5.8% | 22,651 | +7.3% | 0.04% | +5.4% |
| Q2 2019 | $844,000 | +18.0% | 21,111 | +16.2% | 0.04% | +15.6% |
| Q1 2019 | $715,000 | +18.6% | 18,170 | +3.4% | 0.03% | +3.2% |
| Q4 2018 | $603,000 | +7.3% | 17,573 | +29.2% | 0.03% | +24.0% |
| Q3 2018 | $562,000 | +30.1% | 13,598 | +26.6% | 0.02% | +31.6% |
| Q2 2018 | $432,000 | +93.7% | 10,744 | +86.2% | 0.02% | +111.1% |
| Q1 2018 | $223,000 | +16.8% | 5,769 | +20.1% | 0.01% | 0.0% |
| Q4 2017 | $191,000 | -25.1% | 4,804 | -32.6% | 0.01% | -30.8% |
| Q2 2017 | $255,000 | +1.6% | 7,125 | 0.0% | 0.01% | -7.1% |
| Q1 2017 | $251,000 | +21.3% | 7,125 | +227.4% | 0.01% | -48.1% |
| Q2 2015 | $207,000 | -10.8% | 2,176 | -8.8% | 0.03% | -3.6% |
| Q1 2015 | $232,000 | – | 2,386 | – | 0.03% | – |
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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% |