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 | $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% | – |
Download |
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% |