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 ↓ |
|---|---|---|---|
| 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% |