WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 78 filers reported holding WISDOMTREE TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $8,897,276 | -5.5% | 153,959 | -0.2% | 0.94% | -6.2% |
Q1 2024 | $9,415,107 | +6.9% | 154,295 | +0.5% | 1.00% | +1.7% |
Q4 2023 | $8,807,881 | +17.5% | 153,474 | +3.9% | 0.99% | +7.4% |
Q3 2023 | $7,498,510 | -4.4% | 147,783 | -0.3% | 0.92% | -1.6% |
Q2 2023 | $7,844,067 | +6.4% | 148,169 | -0.0% | 0.93% | +3.8% |
Q1 2023 | $7,372,712 | -2.3% | 148,225 | -4.5% | 0.90% | -8.5% |
Q4 2022 | $7,550,103 | +11.8% | 155,288 | +1.2% | 0.98% | +5.6% |
Q3 2022 | $6,752,000 | +1.3% | 153,516 | +5.8% | 0.93% | +2.3% |
Q2 2022 | $6,668,000 | -20.0% | 145,055 | -4.8% | 0.91% | -4.6% |
Q1 2022 | $8,335,000 | -1.6% | 152,430 | +1.3% | 0.96% | +2.2% |
Q4 2021 | $8,470,000 | +9.4% | 150,490 | +1.1% | 0.93% | +4.0% |
Q3 2021 | $7,745,000 | +3.1% | 148,910 | +3.9% | 0.90% | +2.7% |
Q2 2021 | $7,510,000 | +5.6% | 143,348 | +2.7% | 0.87% | -1.7% |
Q1 2021 | $7,111,000 | +9.4% | 139,620 | -6.7% | 0.89% | +3.0% |
Q4 2020 | $6,501,000 | +32.3% | 149,576 | +4.1% | 0.86% | +11.8% |
Q3 2020 | $4,912,000 | +6.1% | 143,676 | +1.1% | 0.77% | -0.3% |
Q2 2020 | $4,631,000 | +30.6% | 142,150 | +5.9% | 0.77% | +1.2% |
Q1 2020 | $3,547,000 | -25.9% | 134,248 | +18.1% | 0.76% | -4.0% |
Q4 2019 | $4,784,000 | +3.4% | 113,660 | -3.1% | 0.80% | -2.4% |
Q3 2019 | $4,626,000 | -0.7% | 117,298 | +0.7% | 0.82% | -3.4% |
Q2 2019 | $4,657,000 | +14.1% | 116,436 | +12.3% | 0.85% | +10.6% |
Q1 2019 | $4,080,000 | +22.5% | 103,703 | +6.8% | 0.76% | +4.7% |
Q4 2018 | $3,331,000 | -4.0% | 97,137 | +15.8% | 0.73% | +8.0% |
Q3 2018 | $3,469,000 | +12.2% | 83,882 | +9.0% | 0.68% | +6.8% |
Q2 2018 | $3,091,000 | +13.1% | 76,941 | +8.9% | 0.63% | +12.4% |
Q1 2018 | $2,732,000 | -3.1% | 70,634 | -0.5% | 0.56% | -8.9% |
Q4 2017 | $2,818,000 | +11.8% | 71,024 | +5.4% | 0.62% | +5.5% |
Q3 2017 | $2,521,000 | +12.3% | 67,403 | +7.2% | 0.59% | +2.4% |
Q2 2017 | $2,245,000 | +8.2% | 62,895 | +5.0% | 0.57% | +0.9% |
Q1 2017 | $2,074,000 | +9.7% | 59,908 | +227.7% | 0.57% | -13.3% |
Q4 2016 | $1,890,000 | +17.2% | 18,283 | +7.5% | 0.66% | +16.1% |
Q3 2016 | $1,613,000 | +5.8% | 17,007 | +0.9% | 0.56% | +0.4% |
Q2 2016 | $1,525,000 | – | 16,859 | – | 0.56% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
3D/L Capital Management, LLC | 488,885 | $25,613,000 | 6.12% |
Great Point Wealth Advisors, LLC | 270,524 | $14,173,000 | 4.94% |
Consolidated Planning Corp | 93,288 | $4,887,000 | 3.62% |
PSI Advisors, LLC | 78,688 | $4,122,000 | 2.17% |
Clearwater Capital Advisors, LLC | 143,348 | $7,510,000 | 0.87% |
ACG Wealth | 91,917 | $4,816,000 | 0.61% |
CULBERTSON A N & CO INC | 49,996 | $2,619,000 | 0.55% |
Oxler Private Wealth LLC | 21,776 | $1,140,000 | 0.50% |
Investors Research Corp | 26,306 | $1,378,000 | 0.48% |
HC FINANCIAL ADVISORS INC | 15,468 | $810,000 | 0.47% |