WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 127 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,040 | -7.1% | 916 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $48,493 | -7.8% | 916 | -16.1% | 0.00% | -33.3% |
| Q1 2023 | $52,613 | -0.9% | 1,092 | 0.0% | 0.00% | -25.0% |
| Q4 2022 | $53,093 | -62.1% | 1,092 | -74.6% | 0.00% | -81.8% |
| Q2 2020 | $140,000 | -80.3% | 4,300 | -84.0% | 0.02% | -83.6% |
| Q1 2020 | $709,000 | -37.3% | 26,850 | 0.0% | 0.13% | -22.5% |
| Q4 2019 | $1,130,000 | +2.0% | 26,850 | -4.4% | 0.17% | -4.9% |
| Q3 2019 | $1,108,000 | -8.6% | 28,100 | -7.3% | 0.18% | -21.6% |
| Q2 2019 | $1,212,000 | +1.7% | 30,300 | 0.0% | 0.23% | -19.4% |
| Q1 2019 | $1,192,000 | +17.4% | 30,300 | +2.4% | 0.29% | +11.2% |
| Q4 2018 | $1,015,000 | -14.2% | 29,600 | +3.5% | 0.26% | -3.0% |
| Q3 2018 | $1,183,000 | +15.1% | 28,600 | +11.7% | 0.27% | +2.7% |
| Q2 2018 | $1,028,000 | – | 25,600 | – | 0.26% | – |
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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% |