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 | $609 | -3.8% | 11,999 | +0.4% | 0.67% | -6.4% |
| Q2 2023 | $633 | +6.7% | 11,957 | +0.4% | 0.72% | +13.9% |
| Q1 2023 | $593 | +2.6% | 11,914 | +0.3% | 0.63% | -4.4% |
| Q4 2022 | $578 | -99.9% | 11,884 | +0.5% | 0.66% | +175.4% |
| Q3 2022 | $520,000 | -51.9% | 11,826 | -49.8% | 0.24% | -3.6% |
| Q2 2022 | $1,082,000 | +68.8% | 23,550 | +100.8% | 0.25% | -5.7% |
| Q1 2022 | $641,000 | -2.6% | 11,727 | +0.3% | 0.26% | -7.4% |
| Q4 2021 | $658,000 | +9.3% | 11,696 | +1.1% | 0.28% | +16.8% |
| Q3 2021 | $602,000 | +4.9% | 11,566 | +2.6% | 0.24% | +2.5% |
| Q1 2021 | $574,000 | +17.1% | 11,272 | 0.0% | 0.24% | +15.0% |
| Q4 2020 | $490,000 | -11.9% | 11,272 | -30.7% | 0.21% | -13.0% |
| Q3 2020 | $556,000 | +29.6% | 16,263 | +0.1% | 0.24% | +57.6% |
| Q1 2020 | $429,000 | -40.4% | 16,253 | -4.9% | 0.15% | -40.8% |
| Q4 2019 | $720,000 | – | 17,099 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAIYO LIFE INSURANCE CO | 880,000 | $35,200,000 | 17.88% |
| RVW Wealth, LLC | 824,616 | $32,985,000 | 7.86% |
| 3D ASSET MANAGEMENT, INC | 553,096 | $22,124,000 | 5.39% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 489,261 | $19,570,000 | 5.00% |
| TMD & ASSOCIATES, INC | 122,905 | $4,916,000 | 3.36% |
| CAPITAL WEALTH MANAGEMENT, LLC | 72,534 | $2,902,000 | 2.89% |
| Hefren-Tillotson, Inc. | 249,490 | $9,980,000 | 2.76% |
| Avestar Capital, LLC | 74,522 | $2,978,000 | 1.89% |
| Marietta Wealth Management, LLC | 108,363 | $4,335,000 | 1.69% |
| Orgel Wealth Management, LLC | 104,594 | $4,184,000 | 1.63% |