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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $318,851 | -7.1% | 6,284 | -3.1% | 0.07% | -2.9% |
| Q2 2023 | $343,263 | +6.4% | 6,484 | 0.0% | 0.07% | +1.5% |
| Q1 2023 | $322,515 | +2.3% | 6,484 | 0.0% | 0.07% | -4.2% |
| Q4 2022 | $315,253 | -4.2% | 6,484 | -13.4% | 0.07% | -13.4% |
| Q3 2022 | $329,000 | -13.6% | 7,484 | -9.7% | 0.08% | -10.9% |
| Q2 2022 | $381,000 | -16.8% | 8,284 | -1.2% | 0.09% | -4.2% |
| Q1 2022 | $458,000 | -3.0% | 8,384 | 0.0% | 0.10% | -1.0% |
| Q4 2021 | $472,000 | +8.3% | 8,384 | 0.0% | 0.10% | +1.0% |
| Q3 2021 | $436,000 | -0.7% | 8,384 | 0.0% | 0.10% | +1.1% |
| Q2 2021 | $439,000 | +2.8% | 8,384 | 0.0% | 0.10% | -7.8% |
| Q1 2021 | $427,000 | +17.3% | 8,384 | 0.0% | 0.10% | +8.4% |
| Q4 2020 | $364,000 | +2.5% | 8,384 | -19.3% | 0.10% | -10.4% |
| Q3 2020 | $355,000 | 0.0% | 10,384 | -4.6% | 0.11% | -9.4% |
| Q2 2020 | $355,000 | +4.4% | 10,884 | -15.5% | 0.12% | -8.6% |
| Q1 2020 | $340,000 | -37.3% | 12,884 | 0.0% | 0.13% | -25.1% |
| Q4 2019 | $542,000 | +6.7% | 12,884 | 0.0% | 0.17% | -1.7% |
| Q3 2019 | $508,000 | -4.3% | 12,884 | -3.0% | 0.17% | -7.0% |
| Q2 2019 | $531,000 | +1.5% | 13,284 | 0.0% | 0.19% | -2.6% |
| Q1 2019 | $523,000 | +14.7% | 13,284 | 0.0% | 0.19% | +4.9% |
| Q4 2018 | $456,000 | – | 13,284 | – | 0.18% | – |
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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% |