WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 135 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $449,000 | -0.7% | 8,625 | 0.0% | 0.27% | +3.8% |
| Q2 2021 | $452,000 | +3.0% | 8,625 | 0.0% | 0.26% | -4.4% |
| Q1 2021 | $439,000 | -1.1% | 8,625 | -33.5% | 0.27% | -17.8% |
| Q4 2020 | $444,000 | -0.9% | 12,975 | 0.0% | 0.33% | -0.6% |
| Q3 2020 | $448,000 | +5.9% | 12,975 | 0.0% | 0.33% | -13.5% |
| Q2 2020 | $423,000 | +14.0% | 12,975 | 0.0% | 0.39% | +10.6% |
| Q1 2020 | $371,000 | -31.5% | 12,975 | 0.0% | 0.35% | -11.4% |
| Q4 2019 | $542,000 | +5.9% | 12,975 | 0.0% | 0.39% | -15.6% |
| Q3 2019 | $512,000 | -2.1% | 12,975 | -1.9% | 0.47% | -2.9% |
| Q2 2019 | $523,000 | +0.6% | 13,225 | +1.9% | 0.48% | -8.0% |
| Q1 2019 | $520,000 | +11.1% | 12,975 | 0.0% | 0.52% | -18.5% |
| Q4 2018 | $468,000 | -4.1% | 12,975 | 0.0% | 0.64% | +3.2% |
| Q3 2018 | $488,000 | -6.3% | 12,975 | 0.0% | 0.62% | +3.2% |
| Q2 2018 | $521,000 | +3.8% | 12,975 | 0.0% | 0.60% | +53.4% |
| Q1 2018 | $502,000 | -5.1% | 12,975 | 0.0% | 0.39% | +3.7% |
| Q4 2017 | $529,000 | – | 12,975 | – | 0.38% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consolidated Planning Corp | 90,984 | $3,954,000 | 2.58% |
| PSI Advisors, LLC | 82,387 | $3,580,000 | 2.47% |
| Great Point Wealth Advisors, LLC | 82,268 | $3,575,000 | 1.53% |
| Clearwater Capital Advisors, LLC | 149,576 | $6,501,000 | 0.86% |
| ACG Wealth | 112,055 | $4,870,000 | 0.67% |
| MONEY CONCEPTS CAPITAL CORP | 141,424 | $6,146,000 | 0.57% |
| CULBERTSON A N & CO INC | 53,538 | $2,327,000 | 0.55% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 17,868 | $777,000 | 0.52% |
| HC FINANCIAL ADVISORS INC | 18,564 | $807,000 | 0.52% |
| Investors Research Corp | 26,380 | $1,146,000 | 0.45% |