WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 91 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $915,892 | -4.8% | 18,051 | -0.7% | 0.11% | -3.6% |
| Q2 2023 | $961,949 | +6.4% | 18,171 | -0.1% | 0.11% | +5.8% |
| Q1 2023 | $904,343 | +2.8% | 18,181 | +0.5% | 0.10% | +2.0% |
| Q4 2022 | $879,740 | +8.9% | 18,094 | -1.5% | 0.10% | -1.0% |
| Q3 2022 | $808,000 | -4.4% | 18,375 | +0.0% | 0.10% | +1.0% |
| Q2 2022 | $845,000 | -21.4% | 18,371 | -6.6% | 0.10% | -12.8% |
| Q1 2022 | $1,075,000 | -2.9% | 19,668 | +0.0% | 0.12% | +5.4% |
| Q4 2021 | $1,107,000 | +0.5% | 19,666 | -7.1% | 0.11% | -49.3% |
| Q3 2021 | $1,101,000 | -0.6% | 21,162 | +0.0% | 0.22% | 0.0% |
| Q2 2021 | $1,108,000 | +1.8% | 21,157 | -0.9% | 0.22% | -4.4% |
| Q1 2021 | $1,088,000 | +16.9% | 21,355 | -0.3% | 0.23% | +10.1% |
| Q4 2020 | $931,000 | +20.0% | 21,429 | -5.6% | 0.21% | +6.7% |
| Q3 2020 | $776,000 | -4.8% | 22,690 | -9.3% | 0.20% | -11.4% |
| Q2 2020 | $815,000 | +7.4% | 25,010 | -12.9% | 0.22% | -6.4% |
| Q1 2020 | $759,000 | -37.4% | 28,728 | -0.3% | 0.24% | -24.9% |
| Q4 2019 | $1,213,000 | +0.7% | 28,807 | -5.6% | 0.31% | -7.9% |
| Q3 2019 | $1,204,000 | -1.3% | 30,520 | +0.1% | 0.34% | -3.7% |
| Q2 2019 | $1,220,000 | -9.8% | 30,503 | -11.2% | 0.35% | -15.1% |
| Q1 2019 | $1,352,000 | +12.0% | 34,357 | -2.4% | 0.42% | +0.5% |
| Q4 2018 | $1,207,000 | -21.2% | 35,205 | -4.9% | 0.41% | -14.6% |
| Q3 2018 | $1,532,000 | +2.5% | 37,037 | -0.5% | 0.48% | -6.2% |
| Q2 2018 | $1,495,000 | +24.0% | 37,218 | +19.4% | 0.52% | +8.2% |
| Q1 2018 | $1,206,000 | +21.3% | 31,183 | +24.5% | 0.48% | +23.5% |
| Q4 2017 | $994,000 | +28.4% | 25,052 | +20.5% | 0.39% | +24.4% |
| Q3 2017 | $774,000 | +36.5% | 20,785 | +31.3% | 0.31% | +29.0% |
| Q2 2017 | $567,000 | +60.6% | 15,832 | +58.3% | 0.24% | +50.6% |
| Q1 2017 | $353,000 | – | 10,002 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consolidated Planning Corp | 90,984 | $3,954,000 | 2.58% |
| PSI Advisors, LLC | 82,387 | $3,580,000 | 2.47% |
| Great Point Wealth Advisors, LLC | 82,268 | $3,575,000 | 1.53% |
| Clearwater Capital Advisors, LLC | 149,576 | $6,501,000 | 0.86% |
| ACG Wealth | 112,055 | $4,870,000 | 0.67% |
| MONEY CONCEPTS CAPITAL CORP | 141,424 | $6,146,000 | 0.57% |
| CULBERTSON A N & CO INC | 53,538 | $2,327,000 | 0.55% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 17,868 | $777,000 | 0.52% |
| HC FINANCIAL ADVISORS INC | 18,564 | $807,000 | 0.52% |
| Investors Research Corp | 26,380 | $1,146,000 | 0.45% |