WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 113 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,954,293 | +2.1% | 137,057 | +6.6% | 1.54% | +7.5% |
| Q2 2023 | $6,811,528 | +23.5% | 128,594 | +16.0% | 1.43% | +0.3% |
| Q1 2023 | $5,515,625 | +0.9% | 110,889 | -1.4% | 1.43% | -5.6% |
| Q4 2022 | $5,466,953 | +11.8% | 112,442 | +1.1% | 1.51% | -0.9% |
| Q3 2022 | $4,891,000 | -4.2% | 111,218 | +0.1% | 1.53% | -4.4% |
| Q2 2022 | $5,105,000 | -12.6% | 111,055 | +4.0% | 1.60% | -60.6% |
| Q1 2022 | $5,838,000 | -1.4% | 106,770 | +1.5% | 4.05% | +6.1% |
| Q4 2021 | $5,921,000 | +12.8% | 105,212 | +4.3% | 3.82% | +11.9% |
| Q3 2021 | $5,249,000 | +7.4% | 100,915 | +8.2% | 3.41% | -5.7% |
| Q2 2021 | $4,887,000 | +4.8% | 93,288 | +1.8% | 3.62% | +21.4% |
| Q1 2021 | $4,665,000 | +18.0% | 91,606 | +0.7% | 2.98% | +15.7% |
| Q4 2020 | $3,954,000 | +31.7% | 90,984 | +3.6% | 2.58% | +15.2% |
| Q3 2020 | $3,003,000 | +5.2% | 87,861 | +0.3% | 2.24% | -20.1% |
| Q2 2020 | $2,855,000 | +7.5% | 87,640 | -12.9% | 2.80% | -16.0% |
| Q1 2020 | $2,657,000 | -47.9% | 100,563 | -16.9% | 3.33% | -33.8% |
| Q4 2019 | $5,096,000 | – | 121,062 | – | 5.04% | – |
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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% |