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 | $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 | 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% |