WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 145 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,802,030 | -24.2% | 55,215 | -20.9% | 0.00% | -42.9% |
| Q2 2023 | $3,696,576 | -7.5% | 69,803 | -13.1% | 0.01% | -12.5% |
| Q1 2023 | $3,995,806 | -3.0% | 80,333 | -5.2% | 0.01% | 0.0% |
| Q4 2022 | $4,118,126 | +3.6% | 84,701 | -6.3% | 0.01% | -11.1% |
| Q3 2022 | $3,974,000 | -3.9% | 90,413 | +0.6% | 0.01% | 0.0% |
| Q2 2022 | $4,136,000 | -40.7% | 89,914 | -30.6% | 0.01% | -35.7% |
| Q1 2022 | $6,976,000 | +9.2% | 129,573 | +14.2% | 0.01% | +16.7% |
| Q4 2021 | $6,388,000 | +9.3% | 113,456 | +1.0% | 0.01% | 0.0% |
| Q3 2021 | $5,845,000 | +46.3% | 112,317 | +47.3% | 0.01% | +33.3% |
| Q2 2021 | $3,996,000 | +6.9% | 76,266 | +3.9% | 0.01% | 0.0% |
| Q1 2021 | $3,739,000 | +21.2% | 73,374 | +3.4% | 0.01% | +12.5% |
| Q4 2020 | $3,086,000 | +13.9% | 70,995 | -10.5% | 0.01% | 0.0% |
| Q3 2020 | $2,709,000 | -7.1% | 79,320 | -11.3% | 0.01% | -20.0% |
| Q2 2020 | $2,915,000 | -6.8% | 89,425 | -24.4% | 0.01% | -23.1% |
| Q1 2020 | $3,128,000 | – | 118,364 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D/L Capital Management, LLC | 458,973 | $22,315,282 | 6.00% |
| Great Point Wealth Advisors, LLC | 206,071 | $10,019,170 | 3.36% |
| THEORY FINANCIAL LLC | 69,922 | $3,399,608 | 2.25% |
| Consolidated Planning Corp | 112,442 | $5,466,953 | 1.51% |
| Oxler Private Wealth LLC | 38,566 | $1,875,080 | 1.01% |
| Clearwater Capital Advisors, LLC | 155,288 | $7,550,103 | 0.98% |
| Breakwater Capital Group | 26,266 | $1,277,053 | 0.67% |
| Aurora Private Wealth, Inc. | 11,884 | $578 | 0.66% |
| CULBERTSON A N & CO INC | 50,222 | $2,441,774 | 0.51% |
| Stratos Wealth Partners, LTD. | 387,245 | $18,827,878 | 0.48% |