WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 132 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $678,000 | +14.1% | 20,816 | -7.5% | 0.12% | -56.4% |
| Q1 2020 | $594,000 | -66.6% | 22,496 | -46.8% | 0.28% | -66.0% |
| Q4 2019 | $1,780,000 | -11.6% | 42,299 | -17.2% | 0.81% | -15.2% |
| Q3 2019 | $2,014,000 | -12.7% | 51,067 | -11.5% | 0.95% | -13.1% |
| Q2 2019 | $2,308,000 | -1.2% | 57,704 | -2.8% | 1.10% | -14.2% |
| Q1 2019 | $2,336,000 | +41.7% | 59,371 | +23.5% | 1.28% | +22.5% |
| Q4 2018 | $1,648,000 | – | 48,066 | – | 1.04% | – |
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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% |