WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 132 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| TAIYO LIFE INSURANCE CO | 880,000 | $35,200,000 | 17.88% |
| RVW Wealth, LLC | 824,616 | $32,985,000 | 7.86% |
| 3D ASSET MANAGEMENT, INC | 553,096 | $22,124,000 | 5.39% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 489,261 | $19,570,000 | 5.00% |
| TMD & ASSOCIATES, INC | 122,905 | $4,916,000 | 3.36% |
| CAPITAL WEALTH MANAGEMENT, LLC | 72,534 | $2,902,000 | 2.89% |
| Hefren-Tillotson, Inc. | 249,490 | $9,980,000 | 2.76% |
| Avestar Capital, LLC | 74,522 | $2,978,000 | 1.89% |
| Marietta Wealth Management, LLC | 108,363 | $4,335,000 | 1.69% |
| Orgel Wealth Management, LLC | 104,594 | $4,184,000 | 1.63% |