WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 129 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,874,944 | -49.2% | 36,952 | -47.0% | 0.02% | -51.4% |
| Q2 2023 | $3,690,871 | -27.7% | 69,718 | -32.1% | 0.04% | -32.7% |
| Q1 2023 | $5,105,992 | +997.6% | 102,654 | +972.9% | 0.06% | +1275.0% |
| Q4 2022 | $465,196 | -99.9% | 9,568 | -54.0% | 0.00% | -20.0% |
| Q3 2022 | $458,458,000 | +99133.3% | 20,816 | +107.1% | 0.01% | 0.0% |
| Q2 2022 | $462,000 | -16.5% | 10,052 | -0.7% | 0.01% | -16.7% |
| Q1 2022 | $553,000 | -8.4% | 10,120 | -5.7% | 0.01% | 0.0% |
| Q4 2021 | $604,000 | -17.8% | 10,736 | -24.0% | 0.01% | -14.3% |
| Q3 2021 | $735,000 | +26.1% | 14,135 | +26.9% | 0.01% | 0.0% |
| Q2 2021 | $583,000 | -6.0% | 11,136 | -8.5% | 0.01% | -12.5% |
| Q1 2021 | $620,000 | +10.9% | 12,169 | -5.4% | 0.01% | +33.3% |
| Q4 2020 | $559,000 | -99.9% | 12,870 | -19.8% | 0.01% | -40.0% |
| Q3 2020 | $548,000,000 | – | 16,043 | – | 0.01% | – |
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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% |