WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 129 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,636,947 | -4.2% | 189,928 | 0.0% | 0.20% | -3.4% |
| Q2 2023 | $10,054,788 | +6.4% | 189,928 | 0.0% | 0.20% | -7.3% |
| Q1 2023 | $9,447,019 | +2.3% | 189,928 | 0.0% | 0.22% | -15.4% |
| Q4 2022 | $9,234,299 | +10.6% | 189,928 | 0.0% | 0.26% | +13.1% |
| Q3 2022 | $8,353,000 | -4.3% | 189,928 | 0.0% | 0.23% | -13.6% |
| Q2 2022 | $8,731,000 | -15.9% | 189,928 | 0.0% | 0.26% | +7.3% |
| Q1 2022 | $10,385,000 | -2.8% | 189,928 | 0.0% | 0.25% | 0.0% |
| Q4 2021 | $10,689,000 | +8.2% | 189,928 | 0.0% | 0.25% | -5.7% |
| Q3 2021 | $9,878,000 | -0.7% | 189,928 | 0.0% | 0.26% | -10.3% |
| Q2 2021 | $9,950,000 | – | 189,928 | – | 0.29% | – |
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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% |