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 | $199,307 | -4.2% | 3,928 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $207,948 | +6.4% | 3,928 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $195,379 | +7.6% | 3,928 | +5.2% | 0.00% | 0.0% |
| Q4 2022 | $181,596 | +17.2% | 3,735 | +5.7% | 0.00% | 0.0% |
| Q3 2022 | $155,000 | -4.9% | 3,535 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $163,000 | -29.7% | 3,535 | -16.5% | 0.00% | -25.0% |
| Q1 2022 | $232,000 | -2.5% | 4,235 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $238,000 | +8.2% | 4,235 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $220,000 | +38.4% | 4,235 | +39.5% | 0.00% | +33.3% |
| Q2 2021 | $159,000 | -100.0% | 3,035 | -69.3% | 0.00% | -25.0% |
| Q1 2021 | $503,188,000 | +322456.4% | 9,880 | +174.4% | 0.00% | +33.3% |
| Q4 2020 | $156,000 | +26.8% | 3,600 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $123,000 | +5.1% | 3,600 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $117,000 | +44.4% | 3,600 | +16.1% | 0.00% | 0.0% |
| Q1 2020 | $81,000 | -73.3% | 3,100 | -57.1% | 0.00% | -66.7% |
| Q4 2019 | $303,000 | +50.0% | 7,220 | +40.9% | 0.01% | +28.6% |
| Q3 2019 | $202,000 | +288.5% | 5,125 | +294.2% | 0.01% | +250.0% |
| Q2 2019 | $52,000 | -84.3% | 1,300 | -83.8% | 0.00% | -87.5% |
| Q3 2018 | $331,000 | -5.4% | 8,007 | -8.2% | 0.02% | -23.8% |
| Q2 2018 | $350,000 | – | 8,721 | – | 0.02% | – |
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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% |