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 ↓ |
|---|---|---|---|
| 3D/L Capital Management, LLC | 458,973 | $22,315,282 | 6.00% |
| Great Point Wealth Advisors, LLC | 206,071 | $10,019,170 | 3.36% |
| THEORY FINANCIAL LLC | 69,922 | $3,399,608 | 2.25% |
| Consolidated Planning Corp | 112,442 | $5,466,953 | 1.51% |
| Oxler Private Wealth LLC | 38,566 | $1,875,080 | 1.01% |
| Clearwater Capital Advisors, LLC | 155,288 | $7,550,103 | 0.98% |
| Breakwater Capital Group | 26,266 | $1,277,053 | 0.67% |
| Aurora Private Wealth, Inc. | 11,884 | $578 | 0.66% |
| CULBERTSON A N & CO INC | 50,222 | $2,441,774 | 0.51% |
| Stratos Wealth Partners, LTD. | 387,245 | $18,827,878 | 0.48% |