WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 132 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $362,604 | -4.4% | 7,146 | +0.3% | 0.15% | 0.0% |
| Q2 2023 | $379,427 | +6.9% | 7,125 | -0.1% | 0.15% | -1.9% |
| Q1 2023 | $354,895 | +2.5% | 7,135 | +0.2% | 0.15% | -12.0% |
| Q4 2022 | $346,117 | +10.9% | 7,119 | +0.4% | 0.18% | +41.1% |
| Q3 2022 | $312,000 | -21.4% | 7,089 | -17.9% | 0.12% | -15.1% |
| Q2 2022 | $397,000 | -16.4% | 8,638 | -0.6% | 0.15% | -2.7% |
| Q1 2022 | $475,000 | -2.7% | 8,686 | +0.2% | 0.15% | -6.8% |
| Q4 2021 | $488,000 | +8.4% | 8,667 | +0.2% | 0.16% | -3.0% |
| Q3 2021 | $450,000 | -11.9% | 8,654 | -11.3% | 0.17% | -6.2% |
| Q2 2021 | $511,000 | +3.0% | 9,757 | +0.3% | 0.18% | +24.6% |
| Q1 2021 | $496,000 | +17.0% | 9,731 | -0.3% | 0.14% | +7.6% |
| Q4 2020 | $424,000 | -24.2% | 9,756 | -33.4% | 0.13% | -68.6% |
| Q3 2020 | $559,000 | +51.9% | 14,649 | +29.6% | 0.42% | +118.1% |
| Q2 2020 | $368,000 | -34.2% | 11,300 | -22.9% | 0.19% | -54.2% |
| Q1 2020 | $559,000 | 0.0% | 14,649 | 0.0% | 0.42% | 0.0% |
| Q3 2019 | $559,000 | -6.4% | 14,649 | -1.8% | 0.42% | -19.2% |
| Q2 2019 | $597,000 | +2.1% | 14,915 | +0.4% | 0.52% | -3.7% |
| Q1 2019 | $585,000 | +14.7% | 14,861 | 0.0% | 0.54% | +20.5% |
| Q4 2018 | $510,000 | – | 14,861 | – | 0.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAIYO LIFE INSURANCE CO | 880,000 | $35,200,000 | 17.88% |
| RVW Wealth, LLC | 824,616 | $32,985,000 | 7.86% |
| 3D ASSET MANAGEMENT, INC | 553,096 | $22,124,000 | 5.39% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 489,261 | $19,570,000 | 5.00% |
| TMD & ASSOCIATES, INC | 122,905 | $4,916,000 | 3.36% |
| CAPITAL WEALTH MANAGEMENT, LLC | 72,534 | $2,902,000 | 2.89% |
| Hefren-Tillotson, Inc. | 249,490 | $9,980,000 | 2.76% |
| Avestar Capital, LLC | 74,522 | $2,978,000 | 1.89% |
| Marietta Wealth Management, LLC | 108,363 | $4,335,000 | 1.69% |
| Orgel Wealth Management, LLC | 104,594 | $4,184,000 | 1.63% |