WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 156 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $433,473 | -7.9% | 8,543 | -3.9% | 0.19% | -9.2% |
| Q2 2023 | $470,745 | +1.3% | 8,892 | -4.9% | 0.21% | -7.6% |
| Q1 2023 | $464,871 | +11.9% | 9,346 | +9.4% | 0.22% | +1.4% |
| Q4 2022 | $415,361 | -86.3% | 8,543 | -87.6% | 0.22% | -86.1% |
| Q3 2022 | $3,032,000 | -17.1% | 68,943 | -13.4% | 1.59% | -11.5% |
| Q2 2022 | $3,659,000 | -18.1% | 79,592 | -2.6% | 1.80% | -2.2% |
| Q1 2022 | $4,468,000 | -2.8% | 81,717 | +0.0% | 1.84% | -1.8% |
| Q4 2021 | $4,599,000 | +8.5% | 81,704 | +0.3% | 1.87% | -3.9% |
| Q3 2021 | $4,237,000 | +2.8% | 81,449 | +3.5% | 1.95% | -10.4% |
| Q2 2021 | $4,122,000 | +0.6% | 78,688 | -2.2% | 2.17% | -10.0% |
| Q1 2021 | $4,098,000 | +14.5% | 80,481 | -2.3% | 2.41% | -2.2% |
| Q4 2020 | $3,580,000 | +18.4% | 82,387 | -6.9% | 2.47% | +7.0% |
| Q3 2020 | $3,024,000 | +3.4% | 88,468 | -1.5% | 2.31% | -2.1% |
| Q2 2020 | $2,924,000 | +23.2% | 89,773 | -0.7% | 2.36% | +8.0% |
| Q1 2020 | $2,373,000 | -39.3% | 90,371 | -2.7% | 2.18% | -13.1% |
| Q4 2019 | $3,908,000 | – | 92,849 | – | 2.51% | – |
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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% |