WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 127 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,447,666 | -4.2% | 28,531 | 0.0% | 0.12% | -4.0% |
| Q2 2023 | $1,510,430 | +6.3% | 28,531 | -0.1% | 0.12% | -6.7% |
| Q1 2023 | $1,420,776 | +1.8% | 28,564 | -0.5% | 0.13% | -6.3% |
| Q4 2022 | $1,395,199 | +10.7% | 28,696 | +0.2% | 0.14% | -2.1% |
| Q3 2022 | $1,260,000 | -4.5% | 28,648 | -0.1% | 0.15% | -1.4% |
| Q2 2022 | $1,319,000 | -16.1% | 28,684 | -0.3% | 0.15% | -2.6% |
| Q1 2022 | $1,573,000 | -2.8% | 28,774 | 0.0% | 0.15% | -0.7% |
| Q4 2021 | $1,619,000 | +7.4% | 28,774 | 0.0% | 0.15% | -5.6% |
| Q3 2021 | $1,507,000 | 0.0% | 28,774 | 0.0% | 0.16% | 0.0% |
| Q2 2021 | $1,507,000 | +2.9% | 28,774 | 0.0% | 0.16% | -2.4% |
| Q1 2021 | $1,465,000 | +12.8% | 28,774 | -3.7% | 0.17% | +3.1% |
| Q4 2020 | $1,299,000 | +27.2% | 29,886 | 0.0% | 0.16% | +16.7% |
| Q3 2020 | $1,021,000 | +4.7% | 29,886 | -0.1% | 0.14% | -3.5% |
| Q2 2020 | $975,000 | +5.2% | 29,930 | -14.7% | 0.14% | -22.7% |
| Q1 2020 | $927,000 | -61.3% | 35,096 | -38.3% | 0.18% | -56.0% |
| Q4 2019 | $2,396,000 | +6.8% | 56,922 | +0.1% | 0.42% | -4.5% |
| Q3 2019 | $2,243,000 | -2.2% | 56,887 | -0.8% | 0.44% | -7.6% |
| Q2 2019 | $2,293,000 | -8.9% | 57,347 | -10.4% | 0.48% | -7.9% |
| Q1 2019 | $2,518,000 | -1.9% | 64,010 | -14.5% | 0.52% | -17.1% |
| Q4 2018 | $2,567,000 | -17.9% | 74,876 | -1.8% | 0.62% | +7.6% |
| Q3 2018 | $3,127,000 | +1.9% | 76,276 | -0.2% | 0.58% | -5.5% |
| Q2 2018 | $3,068,000 | +10.5% | 76,396 | +3.6% | 0.61% | -25.6% |
| Q1 2018 | $2,776,000 | -0.0% | 73,712 | +7.3% | 0.82% | +3.4% |
| Q4 2017 | $2,777,000 | +7.1% | 68,728 | -1.1% | 0.80% | -5.2% |
| Q3 2017 | $2,594,000 | +4.6% | 69,506 | 0.0% | 0.84% | -2.2% |
| Q2 2017 | $2,480,000 | +7.2% | 69,506 | +4.1% | 0.86% | -2.6% |
| Q1 2017 | $2,313,000 | +5.2% | 66,799 | +213.9% | 0.88% | -6.8% |
| Q4 2016 | $2,198,000 | – | 21,281 | – | 0.95% | – |
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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% |