WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 129 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $437,734 | -4.2% | 8,627 | 0.0% | 0.01% | -28.6% |
| Q2 2023 | $456,714 | +6.4% | 8,627 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $429,107 | +2.3% | 8,627 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $419,445 | +11.9% | 8,627 | +1.2% | 0.01% | 0.0% |
| Q3 2022 | $375,000 | -4.3% | 8,525 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $392,000 | -15.9% | 8,525 | 0.0% | 0.01% | +33.3% |
| Q1 2022 | $466,000 | – | 8,525 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D/L Capital Management, LLC | 458,973 | $22,315,282 | 6.00% |
| Great Point Wealth Advisors, LLC | 206,071 | $10,019,170 | 3.36% |
| THEORY FINANCIAL LLC | 69,922 | $3,399,608 | 2.25% |
| Consolidated Planning Corp | 112,442 | $5,466,953 | 1.51% |
| Oxler Private Wealth LLC | 38,566 | $1,875,080 | 1.01% |
| Clearwater Capital Advisors, LLC | 155,288 | $7,550,103 | 0.98% |
| Breakwater Capital Group | 26,266 | $1,277,053 | 0.67% |
| Aurora Private Wealth, Inc. | 11,884 | $578 | 0.66% |
| CULBERTSON A N & CO INC | 50,222 | $2,441,774 | 0.51% |
| Stratos Wealth Partners, LTD. | 387,245 | $18,827,878 | 0.48% |