WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 131 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $990 | -99.9% | 24,662 | -1.3% | 0.03% | 0.0% |
| Q3 2022 | $1,001,000 | +1.8% | 24,977 | +1.8% | 0.03% | -16.1% |
| Q2 2022 | $983,000 | 0.0% | 24,527 | 0.0% | 0.03% | +158.3% |
| Q1 2022 | $983,000 | – | 24,527 | – | 0.01% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2020 | $97,000 | -4.9% | 3,012 | -17.8% | 0.01% | -20.0% |
| Q1 2020 | $102,000 | -43.6% | 3,665 | -14.1% | 0.01% | -28.6% |
| Q4 2019 | $181,000 | +4.0% | 4,267 | -3.6% | 0.01% | +16.7% |
| Q3 2019 | $174,000 | -50.6% | 4,426 | -50.9% | 0.01% | -75.0% |
| Q1 2019 | $352,000 | +13.2% | 9,009 | -1.6% | 0.05% | +152.6% |
| Q4 2018 | $311,000 | -24.1% | 9,157 | -7.7% | 0.02% | +11.8% |
| Q3 2018 | $410,000 | +52.4% | 9,925 | +48.2% | 0.02% | +54.5% |
| Q2 2018 | $269,000 | +6.7% | 6,699 | +5.3% | 0.01% | 0.0% |
| Q1 2018 | $252,000 | 0.0% | 6,359 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $252,000 | +29.2% | 6,359 | +21.4% | 0.01% | +37.5% |
| Q3 2017 | $195,000 | 0.0% | 5,238 | -3.7% | 0.01% | 0.0% |
| Q2 2017 | $195,000 | -77.1% | 5,439 | -77.4% | 0.01% | -78.4% |
| Q1 2017 | $850,000 | +9.0% | 24,086 | +216.9% | 0.04% | -2.6% |
| Q4 2016 | $780,000 | +8.0% | 7,601 | +0.8% | 0.04% | 0.0% |
| Q3 2016 | $722,000 | +1.7% | 7,544 | -3.0% | 0.04% | -5.0% |
| Q2 2016 | $710,000 | +101.7% | 7,775 | -13.7% | 0.04% | -16.7% |
| Q1 2016 | $352,000 | -52.4% | 9,009 | +6.0% | 0.05% | -4.0% |
| Q4 2015 | $740,000 | – | 8,497 | – | 0.05% | – |
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% |