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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $487,000 | -7.9% | 11,568 | -13.7% | 0.21% | -19.9% |
| Q3 2019 | $529,000 | -8.8% | 13,408 | -7.6% | 0.27% | -11.6% |
| Q2 2019 | $580,000 | -4.8% | 14,503 | -6.3% | 0.30% | -5.9% |
| Q1 2019 | $609,000 | -23.4% | 15,478 | -19.4% | 0.32% | -20.2% |
| Q4 2018 | $795,000 | 0.0% | 19,213 | 0.0% | 0.40% | 0.0% |
| Q3 2018 | $795,000 | +4.3% | 19,213 | +1.3% | 0.40% | -2.7% |
| Q2 2018 | $762,000 | +6.1% | 18,971 | +2.2% | 0.41% | -0.7% |
| Q1 2018 | $718,000 | -3.2% | 18,561 | -0.7% | 0.42% | -3.7% |
| Q4 2017 | $742,000 | +3.6% | 18,700 | -2.7% | 0.43% | -1.4% |
| Q3 2017 | $716,000 | +4.1% | 19,225 | 0.0% | 0.44% | -0.7% |
| Q2 2017 | $688,000 | +5.8% | 19,225 | +4.3% | 0.44% | +0.5% |
| Q1 2017 | $650,000 | +6.6% | 18,425 | +209.9% | 0.44% | +7.1% |
| Q4 2016 | $610,000 | – | 5,945 | – | 0.41% | – |
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% |