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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $24 | +4.3% | 483 | +0.2% | 0.01% | 0.0% |
| Q4 2022 | $23 | -99.9% | 482 | -3.4% | 0.01% | -38.9% |
| Q3 2022 | $22,000 | -8.3% | 499 | -4.4% | 0.02% | +80.0% |
| Q2 2022 | $24,000 | -14.3% | 522 | +0.4% | 0.01% | -9.1% |
| Q1 2022 | $28,000 | -3.4% | 520 | +0.2% | 0.01% | -15.4% |
| Q4 2021 | $29,000 | +7.4% | 519 | +0.4% | 0.01% | +8.3% |
| Q3 2021 | $27,000 | 0.0% | 517 | +0.4% | 0.01% | -7.7% |
| Q2 2021 | $27,000 | +3.8% | 515 | +0.4% | 0.01% | +8.3% |
| Q1 2021 | $26,000 | +18.2% | 513 | +0.2% | 0.01% | +20.0% |
| Q4 2020 | $22,000 | +29.4% | 512 | +0.6% | 0.01% | 0.0% |
| Q3 2020 | $17,000 | 0.0% | 509 | +0.4% | 0.01% | -9.1% |
| Q2 2020 | $17,000 | -19.0% | 507 | +1.0% | 0.01% | -21.4% |
| Q4 2019 | $21,000 | – | 502 | – | 0.01% | – |
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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% |