WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 113 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,022,608 | -1.7% | 39,862 | +2.5% | 0.02% | 0.0% |
| Q2 2023 | $2,058,137 | +806.7% | 38,877 | +789.4% | 0.02% | +325.0% |
| Q3 2021 | $227,000 | -10.3% | 4,371 | -9.6% | 0.00% | 0.0% |
| Q2 2021 | $253,000 | -23.3% | 4,837 | -25.3% | 0.00% | -33.3% |
| Q1 2021 | $330,000 | +2.2% | 6,474 | -12.8% | 0.01% | 0.0% |
| Q4 2020 | $323,000 | +43.6% | 7,422 | +12.6% | 0.01% | -66.7% |
| Q3 2020 | $225,000 | +5.1% | 6,590 | +0.1% | 0.02% | -10.0% |
| Q2 2020 | $214,000 | -4.0% | 6,582 | +23.3% | 0.02% | -9.1% |
| Q4 2019 | $223,000 | +11.5% | 5,337 | +6.1% | 0.02% | -8.3% |
| Q3 2019 | $200,000 | – | 5,028 | – | 0.02% | – |
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% |