WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 131 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $409,928 | +2.0% | 8,079 | 0.0% | 0.30% | +1.4% |
| Q2 2023 | $401,849 | 0.0% | 8,079 | 0.0% | 0.29% | 0.0% |
| Q1 2023 | $401,849 | +2.3% | 8,079 | 0.0% | 0.29% | -1.4% |
| Q4 2022 | $392,801 | -11.3% | 8,079 | -19.8% | 0.30% | -15.4% |
| Q3 2022 | $443,000 | -4.3% | 10,079 | 0.0% | 0.35% | +3.6% |
| Q2 2022 | $463,000 | -16.0% | 10,079 | 0.0% | 0.34% | -1.7% |
| Q1 2022 | $551,000 | -2.8% | 10,079 | 0.0% | 0.34% | +0.9% |
| Q4 2021 | $567,000 | +8.2% | 10,079 | 0.0% | 0.34% | -1.2% |
| Q3 2021 | $524,000 | -0.8% | 10,079 | 0.0% | 0.34% | -5.0% |
| Q2 2021 | $528,000 | +2.9% | 10,079 | 0.0% | 0.36% | -5.2% |
| Q1 2021 | $513,000 | +17.1% | 10,079 | 0.0% | 0.38% | +4.9% |
| Q4 2020 | $438,000 | +27.0% | 10,079 | 0.0% | 0.36% | +11.3% |
| Q3 2020 | $345,000 | +5.2% | 10,079 | 0.0% | 0.33% | -5.2% |
| Q2 2020 | $328,000 | +23.3% | 10,079 | 0.0% | 0.35% | +7.1% |
| Q1 2020 | $266,000 | -37.3% | 10,079 | 0.0% | 0.32% | -20.0% |
| Q4 2019 | $424,000 | – | 10,079 | – | 0.40% | – |
Download | ||||||
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% |