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 | ||||
|---|---|---|---|---|---|---|
| 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 | 458,973 | $22,315,282 | 6.00% |
| Great Point Wealth Advisors, LLC | 206,071 | $10,019,170 | 3.36% |
| THEORY FINANCIAL LLC | 69,922 | $3,399,608 | 2.25% |
| Consolidated Planning Corp | 112,442 | $5,466,953 | 1.51% |
| Oxler Private Wealth LLC | 38,566 | $1,875,080 | 1.01% |
| Clearwater Capital Advisors, LLC | 155,288 | $7,550,103 | 0.98% |
| Breakwater Capital Group | 26,266 | $1,277,053 | 0.67% |
| Aurora Private Wealth, Inc. | 11,884 | $578 | 0.66% |
| CULBERTSON A N & CO INC | 50,222 | $2,441,774 | 0.51% |
| Stratos Wealth Partners, LTD. | 387,245 | $18,827,878 | 0.48% |