WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 113 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,031,215 | -7.7% | 177,990 | -3.7% | 2.71% | -7.9% |
| Q2 2023 | $9,783,331 | +1.3% | 184,800 | -4.8% | 2.94% | -4.0% |
| Q1 2023 | $9,659,439 | -3.6% | 194,199 | -5.8% | 3.06% | -8.9% |
| Q4 2022 | $10,019,170 | -1.1% | 206,071 | -10.5% | 3.36% | -11.0% |
| Q3 2022 | $10,126,000 | -9.9% | 230,233 | -5.8% | 3.78% | -5.1% |
| Q2 2022 | $11,233,000 | -34.9% | 244,365 | -22.6% | 3.98% | -26.0% |
| Q1 2022 | $17,254,000 | -13.5% | 315,537 | -11.0% | 5.38% | -12.1% |
| Q4 2021 | $19,951,000 | +15.2% | 354,488 | +6.5% | 6.11% | +2.7% |
| Q3 2021 | $17,313,000 | +22.2% | 332,881 | +23.1% | 5.95% | +20.3% |
| Q2 2021 | $14,173,000 | +23.5% | 270,524 | +20.0% | 4.94% | +12.6% |
| Q1 2021 | $11,478,000 | +221.1% | 225,372 | +173.9% | 4.39% | +186.2% |
| Q4 2020 | $3,575,000 | +122.6% | 82,268 | +66.9% | 1.53% | +85.0% |
| Q3 2020 | $1,606,000 | 0.0% | 49,298 | 0.0% | 0.83% | 0.0% |
| Q2 2020 | $1,606,000 | +67.6% | 49,298 | +36.0% | 0.83% | +3.5% |
| Q1 2020 | $958,000 | – | 36,261 | – | 0.80% | – |
Download | ||||||
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% |