WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 146 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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 | 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% |