WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 146 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $365,075 | -9.0% | 7,195 | -5.0% | 0.01% | -14.3% |
| Q2 2023 | $401,074 | +4.9% | 7,576 | -1.5% | 0.01% | 0.0% |
| Q1 2023 | $382,451 | +1.0% | 7,689 | -1.3% | 0.01% | 0.0% |
| Q4 2022 | $378,701 | +10.4% | 7,789 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $343,000 | -4.2% | 7,789 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $358,000 | -16.0% | 7,789 | 0.0% | 0.01% | -30.0% |
| Q1 2022 | $426,000 | +2.4% | 7,789 | +5.3% | 0.01% | +11.1% |
| Q4 2021 | $416,000 | +8.1% | 7,398 | 0.0% | 0.01% | +12.5% |
| Q3 2021 | $385,000 | -6.8% | 7,398 | -8.7% | 0.01% | -20.0% |
| Q1 2021 | $413,000 | +49.1% | 8,105 | -22.8% | 0.01% | -16.7% |
| Q1 2020 | $277,000 | – | 10,500 | – | 0.01% | – |
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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% |