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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $764,270 | -7.3% | 15,061 | -3.3% | 0.38% | -2.3% |
| Q2 2023 | $824,865 | -56.7% | 15,581 | -59.3% | 0.39% | -58.2% |
| Q1 2023 | $1,904,665 | +1.6% | 38,293 | -0.7% | 0.94% | -6.8% |
| Q4 2022 | $1,875,080 | -99.9% | 38,566 | -0.5% | 1.01% | +5.9% |
| Q3 2022 | $1,705,425,000 | -5.5% | 38,776 | -1.3% | 0.95% | +9.7% |
| Q2 2022 | $1,805,256,000 | +123294.1% | 39,270 | +46.7% | 0.87% | +31.7% |
| Q1 2022 | $1,463,000 | -1.4% | 26,762 | +1.5% | 0.66% | +7.3% |
| Q4 2021 | $1,484,000 | +7.3% | 26,377 | -0.8% | 0.62% | +1.0% |
| Q3 2021 | $1,383,000 | +21.3% | 26,596 | +22.1% | 0.61% | +22.5% |
| Q2 2021 | $1,140,000 | +0.7% | 21,776 | -2.1% | 0.50% | -13.3% |
| Q1 2021 | $1,132,000 | +52.2% | 22,241 | +29.8% | 0.57% | +36.8% |
| Q4 2020 | $744,000 | – | 17,141 | – | 0.42% | – |
Download | ||||||
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% |