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 2021 | $789,000 | -0.8% | 15,172 | -0.1% | 0.00% | 0.0% |
| Q2 2021 | $795,000 | +2.8% | 15,180 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $773,000 | +17.1% | 15,180 | 0.0% | 0.00% | +50.0% |
| Q4 2020 | $660,000 | +9.3% | 15,180 | -1.1% | 0.00% | -60.0% |
| Q1 2019 | $604,000 | +17.5% | 15,350 | +2.3% | 0.01% | +150.0% |
| Q4 2018 | $514,000 | -17.1% | 15,000 | 0.0% | 0.00% | -33.3% |
| Q3 2018 | $620,000 | +2.8% | 15,000 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $603,000 | -2.0% | 15,000 | -5.7% | 0.00% | -25.0% |
| Q1 2018 | $615,000 | – | 15,905 | – | 0.00% | – |
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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% |