WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 132 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $206,512 | -4.2% | 4,070 | 0.0% | 0.19% | +1.6% |
| Q2 2023 | $215,466 | +6.4% | 4,070 | 0.0% | 0.19% | +10.7% |
| Q1 2023 | $202,442 | -13.1% | 4,070 | -4.7% | 0.17% | +33.1% |
| Q1 2022 | $233,000 | -2.9% | 4,270 | 0.0% | 0.13% | 0.0% |
| Q4 2021 | $240,000 | +7.6% | 4,270 | -0.8% | 0.13% | +1.6% |
| Q3 2021 | $223,000 | -0.9% | 4,306 | 0.0% | 0.12% | +0.8% |
| Q2 2021 | $225,000 | +1.8% | 4,306 | -1.1% | 0.12% | -3.9% |
| Q1 2021 | $221,000 | +7.8% | 4,356 | -31.0% | 0.13% | -22.8% |
| Q2 2020 | $205,000 | -29.8% | 6,316 | -43.0% | 0.17% | -45.6% |
| Q1 2020 | $292,000 | -42.9% | 11,080 | -8.9% | 0.31% | -28.1% |
| Q4 2019 | $511,000 | – | 12,160 | – | 0.43% | – |
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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% |