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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $248,660 | -4.1% | 4,901 | +0.1% | 0.02% | 0.0% |
| Q2 2023 | $259,320 | +6.5% | 4,898 | +0.0% | 0.02% | -4.2% |
| Q1 2023 | $243,529 | +8.2% | 4,896 | -4.3% | 0.02% | -4.0% |
| Q3 2022 | $225,000 | -4.3% | 5,114 | +0.1% | 0.02% | -3.8% |
| Q2 2022 | $235,000 | -16.7% | 5,111 | -0.9% | 0.03% | -3.7% |
| Q1 2022 | $282,000 | -6.6% | 5,159 | -3.0% | 0.03% | -6.9% |
| Q4 2021 | $302,000 | +3.1% | 5,318 | -5.6% | 0.03% | -6.5% |
| Q3 2021 | $293,000 | -5.8% | 5,635 | -5.0% | 0.03% | -6.1% |
| Q2 2021 | $311,000 | +5.8% | 5,931 | +2.8% | 0.03% | -5.7% |
| Q1 2021 | $294,000 | +16.2% | 5,767 | -0.9% | 0.04% | +9.4% |
| Q4 2020 | $253,000 | +18.2% | 5,817 | +14.6% | 0.03% | -8.6% |
| Q4 2019 | $214,000 | -67.0% | 5,077 | +32.9% | 0.04% | -55.7% |
| Q1 2019 | $649,000 | -52.1% | 3,819 | -92.5% | 0.08% | +364.7% |
| Q3 2018 | $1,354,000 | -48.7% | 50,658 | -52.3% | 0.02% | -43.3% |
| Q2 2018 | $2,640,000 | – | 106,118 | – | 0.03% | – |
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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% |