WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 127 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,099,935 | +100.8% | 120,219 | +109.5% | 0.07% | +112.1% |
| Q2 2023 | $3,037,762 | +13.8% | 57,381 | +6.9% | 0.03% | +10.0% |
| Q1 2023 | $2,668,790 | +20.8% | 53,655 | +18.1% | 0.03% | +20.0% |
| Q4 2022 | $2,208,539 | +23.4% | 45,424 | +11.6% | 0.02% | +13.6% |
| Q3 2022 | $1,790,000 | -6.5% | 40,717 | -2.4% | 0.02% | 0.0% |
| Q2 2022 | $1,915,000 | -5.8% | 41,698 | +12.3% | 0.02% | 0.0% |
| Q1 2022 | $2,032,000 | +20.2% | 37,127 | +23.5% | 0.02% | +29.4% |
| Q4 2021 | $1,691,000 | +80.1% | 30,062 | +66.2% | 0.02% | +70.0% |
| Q3 2021 | $939,000 | +11.7% | 18,084 | +12.3% | 0.01% | +25.0% |
| Q2 2021 | $841,000 | +38.6% | 16,106 | +35.2% | 0.01% | +14.3% |
| Q1 2021 | $607,000 | -4.3% | 11,910 | -18.1% | 0.01% | 0.0% |
| Q4 2020 | $634,000 | +18.5% | 14,551 | -6.9% | 0.01% | 0.0% |
| Q3 2020 | $535,000 | +36.1% | 15,628 | +29.6% | 0.01% | +16.7% |
| Q2 2020 | $393,000 | +70.1% | 12,055 | +38.5% | 0.01% | +100.0% |
| Q1 2020 | $231,000 | -18.9% | 8,701 | +28.9% | 0.00% | -25.0% |
| Q4 2019 | $285,000 | +41.8% | 6,749 | +32.2% | 0.00% | +33.3% |
| Q3 2019 | $201,000 | +737.5% | 5,105 | +743.8% | 0.00% | – |
| Q2 2019 | $24,000 | -48.9% | 605 | -54.2% | 0.00% | -100.0% |
| Q2 2017 | $47,000 | – | 1,320 | – | 0.00% | – |
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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% |