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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |