WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 127 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,168,116 | +10.8% | 20,354 | -2.1% | 0.13% | +0.8% |
| Q3 2023 | $1,054,529 | -4.2% | 20,783 | 0.0% | 0.13% | -2.3% |
| Q2 2023 | $1,100,252 | +2.4% | 20,783 | -3.8% | 0.13% | -2.3% |
| Q1 2023 | $1,074,384 | +1.5% | 21,600 | -0.7% | 0.13% | -1.5% |
| Q4 2022 | $1,058,117 | +6.8% | 21,763 | -3.4% | 0.14% | -2.9% |
| Q3 2022 | $991,000 | -9.0% | 22,540 | -4.9% | 0.14% | -4.8% |
| Q2 2022 | $1,089,000 | -19.8% | 23,693 | -4.6% | 0.15% | -7.0% |
| Q1 2022 | $1,358,000 | -2.9% | 24,834 | 0.0% | 0.16% | +0.6% |
| Q4 2021 | $1,398,000 | +39.8% | 24,834 | -7.6% | 0.16% | +30.0% |
| Q3 2021 | $1,000,000 | -50.0% | 26,889 | -10.1% | 0.12% | -52.0% |
| Q2 2021 | $2,000,000 | 0.0% | 29,909 | -5.3% | 0.25% | -4.2% |
| Q1 2021 | $2,000,000 | 0.0% | 31,580 | -40.4% | 0.26% | -10.9% |
| Q4 2020 | $2,000,000 | +10.3% | 53,000 | -0.0% | 0.29% | -4.2% |
| Q3 2020 | $1,813,000 | +1.9% | 53,015 | -2.9% | 0.31% | -5.8% |
| Q2 2020 | $1,779,000 | -75.6% | 54,595 | -80.3% | 0.32% | -81.0% |
| Q1 2020 | $7,305,000 | -77.2% | 276,492 | -63.7% | 1.71% | -75.6% |
| Q4 2019 | $32,045,000 | +8.2% | 761,336 | +1.4% | 7.01% | -0.5% |
| Q3 2019 | $29,620,000 | -10.2% | 751,009 | -8.9% | 7.04% | -10.4% |
| Q2 2019 | $32,985,000 | +5.3% | 824,616 | +3.5% | 7.86% | -1.7% |
| Q1 2019 | $31,331,000 | – | 796,408 | – | 8.00% | – |
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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% |