WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 134 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $586,511 | -57.8% | 10,149 | -55.5% | 0.14% | -57.8% |
| Q1 2024 | $1,390,219 | +5.7% | 22,783 | -0.6% | 0.32% | +2.2% |
| Q4 2023 | $1,315,781 | +12.9% | 22,927 | -0.2% | 0.32% | +4.6% |
| Q3 2023 | $1,165,498 | -6.1% | 22,970 | -2.0% | 0.30% | -2.9% |
| Q2 2023 | $1,240,596 | +3.7% | 23,434 | -2.6% | 0.31% | +0.6% |
| Q1 2023 | $1,196,297 | -1.8% | 24,051 | -4.0% | 0.31% | -5.8% |
| Q4 2022 | $1,218,417 | +10.3% | 25,060 | -0.2% | 0.33% | -2.4% |
| Q3 2022 | $1,105,000 | -4.6% | 25,117 | -0.3% | 0.34% | -2.9% |
| Q2 2022 | $1,158,000 | -16.6% | 25,193 | -0.7% | 0.35% | -11.2% |
| Q1 2022 | $1,388,000 | -5.8% | 25,380 | -3.1% | 0.39% | -12.1% |
| Q4 2021 | $1,474,000 | +8.1% | 26,186 | -0.1% | 0.45% | -3.0% |
| Q3 2021 | $1,363,000 | -1.1% | 26,205 | -0.4% | 0.46% | -3.6% |
| Q2 2021 | $1,378,000 | +2.8% | 26,306 | 0.0% | 0.48% | -5.5% |
| Q1 2021 | $1,340,000 | +16.9% | 26,306 | -0.3% | 0.50% | +12.0% |
| Q4 2020 | $1,146,000 | +26.2% | 26,380 | -0.6% | 0.45% | +2.3% |
| Q3 2020 | $908,000 | +0.6% | 26,551 | -4.2% | 0.44% | -2.6% |
| Q2 2020 | $903,000 | +68.8% | 27,719 | +36.8% | 0.45% | +35.6% |
| Q1 2020 | $535,000 | +67.7% | 20,263 | +167.1% | 0.33% | +127.2% |
| Q4 2019 | $319,000 | +64.4% | 7,586 | +54.2% | 0.15% | +50.0% |
| Q3 2019 | $194,000 | +31.1% | 4,920 | +33.1% | 0.10% | +27.3% |
| Q2 2019 | $148,000 | – | 3,697 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D/L Capital Management, LLC | 488,885 | $25,613,000 | 6.12% |
| Great Point Wealth Advisors, LLC | 270,524 | $14,173,000 | 4.94% |
| Consolidated Planning Corp | 93,288 | $4,887,000 | 3.62% |
| PSI Advisors, LLC | 78,688 | $4,122,000 | 2.17% |
| Clearwater Capital Advisors, LLC | 143,348 | $7,510,000 | 0.87% |
| ACG Wealth | 91,917 | $4,816,000 | 0.61% |
| CULBERTSON A N & CO INC | 49,996 | $2,619,000 | 0.55% |
| Oxler Private Wealth LLC | 21,776 | $1,140,000 | 0.50% |
| Investors Research Corp | 26,306 | $1,378,000 | 0.48% |
| HC FINANCIAL ADVISORS INC | 15,468 | $810,000 | 0.47% |