WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 145 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $203,000 | -16.1% | 4,419 | 0.0% | 0.03% | -7.1% |
Q1 2022 | $242,000 | -6.9% | 4,419 | -4.3% | 0.03% | -3.4% |
Q4 2021 | $260,000 | +8.3% | 4,619 | 0.0% | 0.03% | 0.0% |
Q3 2021 | $240,000 | -0.8% | 4,619 | 0.0% | 0.03% | 0.0% |
Q2 2021 | $242,000 | +3.0% | 4,619 | 0.0% | 0.03% | -6.5% |
Q1 2021 | $235,000 | -4.5% | 4,619 | -18.5% | 0.03% | -11.4% |
Q4 2020 | $246,000 | -33.7% | 5,669 | -50.2% | 0.04% | -45.3% |
Q2 2020 | $371,000 | +6.6% | 11,380 | -13.6% | 0.06% | -14.7% |
Q1 2020 | $348,000 | -39.2% | 13,164 | -3.2% | 0.08% | -21.9% |
Q4 2019 | $572,000 | +6.7% | 13,601 | 0.0% | 0.10% | -4.0% |
Q3 2019 | $536,000 | -3.2% | 13,601 | -1.8% | 0.10% | -11.5% |
Q2 2019 | $554,000 | +1.7% | 13,849 | 0.0% | 0.11% | +21.5% |
Q1 2019 | $545,000 | +14.7% | 13,849 | 0.0% | 0.09% | -5.1% |
Q4 2018 | $475,000 | -17.1% | 13,849 | 0.0% | 0.10% | +1.0% |
Q3 2018 | $573,000 | +3.1% | 13,849 | 0.0% | 0.10% | -3.0% |
Q2 2018 | $556,000 | +3.7% | 13,849 | 0.0% | 0.10% | +2.0% |
Q1 2018 | $536,000 | +4.7% | 13,849 | +7.2% | 0.10% | +4.3% |
Q4 2017 | $512,000 | – | 12,914 | – | 0.09% | – |
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% |