WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 120 filers reported holding WISDOMTREE TR in Q3 2022. 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% | – |
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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% |