WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 135 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,058,000 | -38.1% | 19,346 | -36.2% | 0.17% | -37.6% |
| Q4 2021 | $1,708,000 | +16.0% | 30,341 | +7.2% | 0.27% | +13.2% |
| Q3 2021 | $1,472,000 | -6.9% | 28,308 | -6.2% | 0.24% | -10.0% |
| Q2 2021 | $1,581,000 | +177.4% | 30,187 | +169.7% | 0.26% | +137.3% |
| Q1 2021 | $570,000 | +17.3% | 11,191 | 0.0% | 0.11% | +7.8% |
| Q4 2020 | $486,000 | +76.7% | 11,191 | +39.1% | 0.10% | +59.4% |
| Q3 2020 | $275,000 | – | 8,047 | – | 0.06% | – |
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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% |