WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 120 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $330,432 | -4.2% | 6,936 | 0.0% | 0.12% | -15.7% |
| Q1 2023 | $344,997 | +2.3% | 6,936 | 0.0% | 0.14% | -12.5% |
| Q4 2022 | $337,228 | +10.6% | 6,936 | 0.0% | 0.16% | -22.0% |
| Q3 2022 | $305,000 | -4.4% | 6,936 | 0.0% | 0.20% | -36.7% |
| Q2 2022 | $319,000 | -15.8% | 6,936 | 0.0% | 0.32% | -6.9% |
| Q1 2022 | $379,000 | -2.8% | 6,936 | 0.0% | 0.35% | +3.3% |
| Q4 2021 | $390,000 | +8.0% | 6,936 | 0.0% | 0.34% | +1.5% |
| Q3 2021 | $361,000 | -90.1% | 6,936 | 0.0% | 0.33% | +10.3% |
| Q2 2021 | $3,634,000 | +929.5% | 6,936 | 0.0% | 0.30% | +15.3% |
| Q1 2021 | $353,000 | +17.3% | 6,936 | 0.0% | 0.26% | +12.0% |
| Q4 2020 | $301,000 | +27.0% | 6,936 | 0.0% | 0.23% | +15.3% |
| Q3 2020 | $237,000 | +4.9% | 6,936 | +28800.0% | 0.20% | +0.5% |
| Q2 2020 | $226,000 | -8.5% | 24 | -99.7% | 0.20% | -22.7% |
| Q1 2020 | $247,000 | -43.2% | 9,351 | -9.6% | 0.26% | -31.8% |
| Q4 2019 | $435,000 | +6.6% | 10,341 | 0.0% | 0.38% | -2.6% |
| Q3 2019 | $408,000 | -11.1% | 10,341 | -14.8% | 0.39% | -16.1% |
| Q2 2019 | $459,000 | -11.6% | 12,141 | -4.0% | 0.47% | -13.9% |
| Q1 2019 | $519,000 | +3.0% | 12,649 | -3.3% | 0.54% | -3.9% |
| Q4 2018 | $504,000 | – | 13,086 | – | 0.56% | – |
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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% |