WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 135 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $726,002 | -9.0% | 14,308 | -5.1% | 0.14% | -6.7% |
| Q2 2023 | $797,928 | +12.7% | 15,072 | +5.9% | 0.15% | +1.4% |
| Q1 2023 | $708,071 | +2.3% | 14,235 | -0.0% | 0.15% | -29.3% |
| Q4 2022 | $692,203 | +16.7% | 14,237 | +5.7% | 0.21% | +38.7% |
| Q3 2022 | $593,000 | +90.7% | 13,473 | +99.0% | 0.15% | +87.5% |
| Q2 2022 | $311,000 | -70.2% | 6,770 | -64.5% | 0.08% | -66.1% |
| Q1 2022 | $1,044,000 | +61.1% | 19,094 | +65.8% | 0.24% | +65.0% |
| Q4 2021 | $648,000 | – | 11,519 | – | 0.14% | – |
| Q3 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2021 | $28,000 | +3.7% | 535 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $27,000 | – | 535 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAIYO LIFE INSURANCE CO | 880,000 | $34,918,000 | 25.28% |
| TMD & ASSOCIATES, INC | 265,059 | $10,518,000 | 9.66% |
| Avestar Capital, LLC | 114,374 | $4,514,000 | 3.37% |
| CAPITAL WEALTH MANAGEMENT, LLC | 90,491 | $3,591,000 | 3.10% |
| Marietta Wealth Management, LLC | 126,231 | $5,009,000 | 2.71% |
| Squar Milner Financial Services LLC | 41,553 | $1,719,000 | 2.08% |
| Hefren-Tillotson, Inc. | 172,398 | $6,840,000 | 1.91% |
| Family Legacy, Inc. | 42,370 | $1,681,000 | 1.52% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 53,893 | $2,138,000 | 1.45% |
| 3D ASSET MANAGEMENT, INC | 139,240 | $5,525,000 | 1.28% |