WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 130 filers reported holding WISDOMTREE TR in Q2 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 | 444,099 | $22,089,477 | 5.86% |
| Lauer Wealth, LLC | 83,829 | $4,141,996 | 5.18% |
| Great Point Wealth Advisors, LLC | 194,199 | $9,659,439 | 3.06% |
| THEORY FINANCIAL LLC | 70,591 | $3,511,196 | 2.11% |
| Consolidated Planning Corp | 110,889 | $5,515,625 | 1.43% |
| Breakwater Capital Group | 47,261 | $2,350,762 | 0.99% |
| Oxler Private Wealth LLC | 38,293 | $1,904,665 | 0.94% |
| Clearwater Capital Advisors, LLC | 148,225 | $7,372,712 | 0.90% |
| Aurora Private Wealth, Inc. | 11,914 | $593 | 0.63% |
| EWG Elevate Inc. | 29,509 | $1,467,795 | 0.63% |