WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 146 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,743,268 | -12.4% | 369,398 | -8.6% | 6.09% | -1.6% |
| Q2 2023 | $21,393,127 | -3.2% | 404,101 | -9.0% | 6.19% | +5.7% |
| Q1 2023 | $22,089,477 | -1.0% | 444,099 | -3.2% | 5.86% | -2.4% |
| Q4 2022 | $22,315,282 | +12.4% | 458,973 | +1.7% | 6.00% | +1.9% |
| Q3 2022 | $19,848,000 | -6.1% | 451,300 | -1.8% | 5.89% | -0.2% |
| Q2 2022 | $21,134,000 | -16.3% | 459,724 | -0.4% | 5.90% | -5.0% |
| Q1 2022 | $25,235,000 | -5.3% | 461,506 | -2.5% | 6.22% | -0.1% |
| Q4 2021 | $26,640,000 | +4.5% | 473,339 | -3.4% | 6.23% | +1.8% |
| Q3 2021 | $25,487,000 | -0.5% | 490,042 | +0.2% | 6.12% | -0.0% |
| Q2 2021 | $25,613,000 | -5.3% | 488,885 | -7.9% | 6.12% | -10.7% |
| Q1 2021 | $27,042,000 | +108068.0% | 530,972 | -9.4% | 6.85% | +22003.2% |
| Q4 2020 | $25,000 | – | 585,786 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Consolidated Planning Corp | 90,984 | $3,954,000 | 2.58% |
| PSI Advisors, LLC | 82,387 | $3,580,000 | 2.47% |
| Great Point Wealth Advisors, LLC | 82,268 | $3,575,000 | 1.53% |
| Clearwater Capital Advisors, LLC | 149,576 | $6,501,000 | 0.86% |
| ACG Wealth | 112,055 | $4,870,000 | 0.67% |
| MONEY CONCEPTS CAPITAL CORP | 141,424 | $6,146,000 | 0.57% |
| CULBERTSON A N & CO INC | 53,538 | $2,327,000 | 0.55% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 17,868 | $777,000 | 0.52% |
| HC FINANCIAL ADVISORS INC | 18,564 | $807,000 | 0.52% |
| Investors Research Corp | 26,380 | $1,146,000 | 0.45% |