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 2022 | $89,000 | -4.3% | 2,033 | +0.4% | 0.02% | 0.0% |
| Q2 2022 | $93,000 | -15.5% | 2,025 | +0.4% | 0.02% | -3.8% |
| Q1 2022 | $110,000 | -2.7% | 2,017 | +0.2% | 0.03% | 0.0% |
| Q4 2021 | $113,000 | +8.7% | 2,012 | +0.3% | 0.03% | 0.0% |
| Q3 2021 | $104,000 | 0.0% | 2,006 | +0.5% | 0.03% | -3.7% |
| Q2 2021 | $104,000 | +3.0% | 1,996 | +0.3% | 0.03% | -3.6% |
| Q1 2021 | $101,000 | +17.4% | 1,990 | +0.1% | 0.03% | +7.7% |
| Q4 2020 | $86,000 | +28.4% | 1,989 | +0.7% | 0.03% | +8.3% |
| Q3 2020 | $67,000 | +6.3% | 1,975 | +0.4% | 0.02% | 0.0% |
| Q2 2020 | $63,000 | +31.2% | 1,967 | +0.4% | 0.02% | +4.3% |
| Q1 2020 | $48,000 | -41.5% | 1,960 | +0.7% | 0.02% | -14.8% |
| Q4 2019 | $82,000 | -8.9% | 1,947 | -16.4% | 0.03% | -18.2% |
| Q3 2019 | $90,000 | -2.2% | 2,328 | +0.5% | 0.03% | -2.9% |
| Q2 2019 | $92,000 | – | 2,317 | – | 0.03% | – |
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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% |