WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 132 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,824,159 | -3.5% | 152,694 | +1.9% | 1.46% | -6.9% |
| Q1 2024 | $9,144,963 | +10.1% | 149,868 | +3.5% | 1.56% | +1.0% |
| Q4 2023 | $8,309,756 | +19.5% | 144,794 | +5.6% | 1.55% | +0.5% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D/L Capital Management, LLC | 490,042 | $25,487,000 | 6.12% |
| Great Point Wealth Advisors, LLC | 332,881 | $17,313,000 | 5.95% |
| Consolidated Planning Corp | 100,915 | $5,249,000 | 3.41% |
| PSI Advisors, LLC | 81,449 | $4,237,000 | 1.95% |
| Clearwater Capital Advisors, LLC | 148,910 | $7,745,000 | 0.90% |
| ACG Wealth | 89,562 | $4,658,000 | 0.61% |
| Oxler Private Wealth LLC | 26,596 | $1,383,000 | 0.61% |
| CULBERTSON A N & CO INC | 54,595 | $2,839,000 | 0.58% |
| HC FINANCIAL ADVISORS INC | 15,150 | $788,000 | 0.47% |
| Investors Research Corp | 26,205 | $1,363,000 | 0.46% |