WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 129 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,834,074 | +11.1% | 252,938 | +15.9% | 0.04% | +16.7% |
| Q2 2023 | $11,554,208 | +10.4% | 218,251 | +3.7% | 0.03% | +15.4% |
| Q1 2023 | $10,468,161 | +108154.0% | 210,457 | +5.8% | 0.03% | +4.0% |
| Q4 2022 | $9,670 | -95.8% | 198,893 | +2843.9% | 0.02% | +1150.0% |
| Q4 2018 | $232,000 | -16.2% | 6,756 | -0.0% | 0.00% | 0.0% |
| Q3 2018 | $277,000 | +2.2% | 6,758 | +0.0% | 0.00% | 0.0% |
| Q2 2018 | $271,000 | +3.8% | 6,756 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $261,000 | -62.1% | 6,756 | -61.0% | 0.00% | -60.0% |
| Q4 2017 | $688,000 | -26.6% | 17,342 | -31.1% | 0.01% | -28.6% |
| Q3 2017 | $937,000 | +6.2% | 25,163 | +2.1% | 0.01% | 0.0% |
| Q2 2017 | $882,000 | +15.3% | 24,646 | +13.6% | 0.01% | +16.7% |
| Q1 2017 | $765,000 | +4.2% | 21,687 | +203.2% | 0.01% | 0.0% |
| Q4 2016 | $734,000 | +105.6% | 7,153 | +91.8% | 0.01% | +100.0% |
| Q3 2016 | $357,000 | – | 3,729 | – | 0.00% | – |
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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% |