WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 132 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $277,000 | -37.3% | 10,500 | 0.0% | 0.02% | -20.0% |
Q4 2019 | $442,000 | +6.8% | 10,500 | 0.0% | 0.03% | 0.0% |
Q3 2019 | $414,000 | -1.4% | 10,500 | 0.0% | 0.03% | -3.2% |
Q2 2019 | $420,000 | +1.7% | 10,500 | 0.0% | 0.03% | 0.0% |
Q1 2019 | $413,000 | +14.7% | 10,500 | 0.0% | 0.03% | -3.1% |
Q4 2018 | $360,000 | -23.9% | 10,500 | -8.3% | 0.03% | -17.9% |
Q3 2018 | $473,000 | +2.8% | 11,445 | 0.0% | 0.04% | -7.1% |
Q2 2018 | $460,000 | +3.8% | 11,445 | 0.0% | 0.04% | 0.0% |
Q1 2018 | $443,000 | -2.4% | 11,445 | 0.0% | 0.04% | -4.5% |
Q4 2017 | $454,000 | +6.6% | 11,445 | 0.0% | 0.04% | -4.3% |
Q3 2017 | $426,000 | +13.3% | 11,445 | +9.0% | 0.05% | +2.2% |
Q2 2017 | $376,000 | +1.6% | 10,500 | 0.0% | 0.04% | -15.1% |
Q1 2017 | $370,000 | +3.1% | 10,500 | +200.0% | 0.05% | -1.9% |
Q4 2016 | $359,000 | +4.4% | 3,500 | -2.8% | 0.05% | 0.0% |
Q3 2016 | $344,000 | +4.6% | 3,600 | 0.0% | 0.05% | -1.8% |
Q2 2016 | $329,000 | +1.5% | 3,600 | 0.0% | 0.06% | -3.5% |
Q1 2016 | $324,000 | +3.2% | 3,600 | 0.0% | 0.06% | -1.7% |
Q4 2015 | $314,000 | – | 3,600 | – | 0.06% | – |
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% |