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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D/L Capital Management, LLC | 444,099 | $22,089,477 | 5.86% |
| Lauer Wealth, LLC | 83,829 | $4,141,996 | 5.18% |
| Great Point Wealth Advisors, LLC | 194,199 | $9,659,439 | 3.06% |
| THEORY FINANCIAL LLC | 70,591 | $3,511,196 | 2.11% |
| Consolidated Planning Corp | 110,889 | $5,515,625 | 1.43% |
| Breakwater Capital Group | 47,261 | $2,350,762 | 0.99% |
| Oxler Private Wealth LLC | 38,293 | $1,904,665 | 0.94% |
| Clearwater Capital Advisors, LLC | 148,225 | $7,372,712 | 0.90% |
| Aurora Private Wealth, Inc. | 11,914 | $593 | 0.63% |
| EWG Elevate Inc. | 29,509 | $1,467,795 | 0.63% |