WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 146 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
Download |
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% |