WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 132 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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% |