WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 135 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $328,542 | -4.2% | 6,475 | 0.0% | 0.08% | -4.8% |
| Q2 2023 | $342,787 | +6.3% | 6,475 | 0.0% | 0.08% | -2.4% |
| Q1 2023 | $322,455 | +2.4% | 6,475 | 0.0% | 0.08% | -13.3% |
| Q4 2022 | $314,815 | -20.5% | 6,475 | -23.8% | 0.10% | -20.3% |
| Q3 2022 | $396,000 | +1.3% | 8,500 | 0.0% | 0.12% | +1.7% |
| Q2 2022 | $391,000 | -15.9% | 8,500 | 0.0% | 0.12% | +3.4% |
| Q1 2022 | $465,000 | -2.7% | 8,500 | 0.0% | 0.12% | +7.3% |
| Q4 2021 | $478,000 | +8.1% | 8,500 | 0.0% | 0.11% | +1.9% |
| Q3 2021 | $442,000 | -0.7% | 8,500 | 0.0% | 0.11% | +0.9% |
| Q2 2021 | $445,000 | +0.5% | 8,500 | -2.3% | 0.11% | -9.4% |
| Q1 2021 | $443,000 | +17.2% | 8,700 | 0.0% | 0.12% | -1.7% |
| Q4 2020 | $378,000 | +18.1% | 8,700 | -6.9% | 0.12% | +2.6% |
| Q3 2020 | $320,000 | -13.3% | 9,345 | -18.8% | 0.12% | -16.5% |
| Q2 2020 | $369,000 | -5.1% | 11,515 | -21.8% | 0.14% | -22.3% |
| Q1 2020 | $389,000 | -74.3% | 14,725 | -59.1% | 0.18% | -37.0% |
| Q4 2019 | $1,516,000 | +73.1% | 36,020 | +62.2% | 0.28% | -27.7% |
| Q3 2019 | $876,000 | +10.2% | 22,210 | +11.8% | 0.39% | +8.3% |
| Q2 2019 | $795,000 | -49.7% | 19,870 | -50.5% | 0.36% | -52.3% |
| Q1 2019 | $1,580,000 | +53.7% | 40,170 | +34.0% | 0.76% | +20.4% |
| Q4 2018 | $1,028,000 | – | 29,970 | – | 0.63% | – |
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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% |