WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 127 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,043 | -4.2% | 750 | 0.0% | 0.01% | +11.1% |
| Q2 2023 | $39,693 | +6.4% | 750 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $37,293 | +2.3% | 749 | -0.1% | 0.01% | 0.0% |
| Q4 2022 | $36,454 | +10.5% | 750 | 0.0% | 0.01% | +12.5% |
| Q3 2022 | $33,000 | -13.2% | 750 | -9.3% | 0.01% | -20.0% |
| Q2 2022 | $38,000 | -15.6% | 827 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $45,000 | -4.3% | 827 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $47,000 | +9.3% | 827 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $43,000 | 0.0% | 827 | 0.0% | 0.01% | -8.3% |
| Q2 2021 | $43,000 | +2.4% | 827 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $42,000 | +16.7% | 827 | 0.0% | 0.01% | +8.3% |
| Q4 2020 | $36,000 | +28.6% | 827 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $28,000 | +3.7% | 827 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $27,000 | +22.7% | 827 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $22,000 | -37.1% | 827 | 0.0% | 0.01% | -33.3% |
| Q4 2019 | $35,000 | – | 827 | – | 0.02% | – |
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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% |