WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 130 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,442,239 | -46.7% | 27,243 | -49.9% | 0.09% | +1.1% |
| Q1 2023 | $2,706,198 | +104.8% | 54,406 | +100.2% | 0.09% | -1.1% |
| Q4 2022 | $1,321,285 | +10.8% | 27,176 | +0.2% | 0.09% | -5.1% |
| Q3 2022 | $1,193,000 | -12.1% | 27,123 | +0.2% | 0.10% | -3.9% |
| Q2 2022 | $1,357,000 | -0.9% | 27,077 | +8.2% | 0.10% | +7.4% |
| Q1 2022 | $1,369,000 | -2.8% | 25,036 | +0.1% | 0.10% | -5.0% |
| Q4 2021 | $1,408,000 | +33.8% | 25,010 | +23.7% | 0.10% | +26.6% |
| Q3 2021 | $1,052,000 | +65.4% | 20,225 | +66.7% | 0.08% | +61.2% |
| Q2 2021 | $636,000 | +92.7% | 12,136 | +87.2% | 0.05% | +75.0% |
| Q1 2021 | $330,000 | – | 6,484 | – | 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% |