WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 146 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Consolidated Planning Corp | 90,984 | $3,954,000 | 2.58% |
| PSI Advisors, LLC | 82,387 | $3,580,000 | 2.47% |
| Great Point Wealth Advisors, LLC | 82,268 | $3,575,000 | 1.53% |
| Clearwater Capital Advisors, LLC | 149,576 | $6,501,000 | 0.86% |
| ACG Wealth | 112,055 | $4,870,000 | 0.67% |
| MONEY CONCEPTS CAPITAL CORP | 141,424 | $6,146,000 | 0.57% |
| CULBERTSON A N & CO INC | 53,538 | $2,327,000 | 0.55% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 17,868 | $777,000 | 0.52% |
| HC FINANCIAL ADVISORS INC | 18,564 | $807,000 | 0.52% |
| Investors Research Corp | 26,380 | $1,146,000 | 0.45% |