WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 134 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $16,008 | -89.0% | 277 | -88.4% | 0.00% | – |
| Q1 2024 | $145,167 | -9.9% | 2,379 | -15.2% | 0.00% | – |
| Q4 2023 | $161,036 | -20.6% | 2,806 | -29.8% | 0.00% | -100.0% |
| Q3 2023 | $202,808 | +1422.7% | 3,997 | +1684.4% | 0.00% | – |
| Q2 2023 | $13,319 | -83.5% | 224 | -86.2% | 0.00% | – |
| Q1 2023 | $80,927 | +1.1% | 1,627 | -1.2% | 0.00% | – |
| Q4 2022 | $80,029 | +1500.6% | 1,646 | +1438.3% | 0.00% | – |
| Q2 2022 | $5,000 | -95.8% | 107 | -95.1% | 0.00% | -100.0% |
| Q1 2022 | $118,000 | -11.3% | 2,163 | -8.4% | 0.00% | 0.0% |
| Q4 2021 | $133,000 | +166.0% | 2,361 | +144.7% | 0.00% | 0.0% |
| Q3 2021 | $50,000 | +212.5% | 965 | +218.5% | 0.00% | – |
| Q2 2021 | $16,000 | – | 303 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D/L Capital Management, LLC | 490,042 | $25,487,000 | 6.12% |
| Great Point Wealth Advisors, LLC | 332,881 | $17,313,000 | 5.95% |
| Consolidated Planning Corp | 100,915 | $5,249,000 | 3.41% |
| PSI Advisors, LLC | 81,449 | $4,237,000 | 1.95% |
| Clearwater Capital Advisors, LLC | 148,910 | $7,745,000 | 0.90% |
| ACG Wealth | 89,562 | $4,658,000 | 0.61% |
| Oxler Private Wealth LLC | 26,596 | $1,383,000 | 0.61% |
| CULBERTSON A N & CO INC | 54,595 | $2,839,000 | 0.58% |
| HC FINANCIAL ADVISORS INC | 15,150 | $788,000 | 0.47% |
| Investors Research Corp | 26,205 | $1,363,000 | 0.46% |