WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 135 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $212,914 | -2.2% | 4,281 | -4.4% | 0.02% | -13.8% |
| Q4 2022 | $217,756 | -57.5% | 4,479 | -59.8% | 0.03% | -61.8% |
| Q2 2022 | $512,000 | -41.8% | 11,146 | -30.7% | 0.08% | -33.9% |
| Q1 2022 | $879,000 | -31.7% | 16,081 | -29.7% | 0.12% | -32.4% |
| Q4 2021 | $1,287,000 | -16.2% | 22,870 | -22.6% | 0.17% | -23.1% |
| Q3 2021 | $1,536,000 | -14.3% | 29,535 | -13.7% | 0.22% | +1.4% |
| Q2 2021 | $1,793,000 | +0.1% | 34,224 | -2.8% | 0.22% | -26.1% |
| Q1 2021 | $1,792,000 | +23.9% | 35,203 | +5.8% | 0.30% | -2.6% |
| Q4 2020 | $1,446,000 | -88.4% | 33,283 | +9805.7% | 0.30% | +4950.0% |
| Q3 2020 | $12,420,000 | -29.1% | 336 | -38.0% | 0.01% | -40.0% |
| Q2 2020 | $17,519,000 | +3.7% | 542 | -15.3% | 0.01% | -9.1% |
| Q1 2020 | $16,897,000 | -59.0% | 640 | -34.4% | 0.01% | -56.0% |
| Q4 2019 | $41,185,000 | – | 975 | – | 0.02% | – |
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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% |