WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 145 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,557,787 | -8.0% | 70,118 | -4.0% | 2.09% | -6.3% |
Q2 2023 | $3,867,002 | +10.1% | 73,045 | +3.5% | 2.23% | +5.7% |
Q1 2023 | $3,511,196 | +3.3% | 70,591 | +1.0% | 2.11% | -6.4% |
Q4 2022 | $3,399,608 | +11.1% | 69,922 | +5.9% | 2.25% | +2.5% |
Q2 2022 | $3,061,000 | -15.6% | 66,017 | -0.5% | 2.20% | -8.6% |
Q1 2022 | $3,628,000 | -5.5% | 66,355 | -2.7% | 2.40% | -4.1% |
Q4 2021 | $3,839,000 | – | 68,214 | – | 2.50% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
3D/L Capital Management, LLC | 451,300 | $19,848,000 | 5.89% |
Great Point Wealth Advisors, LLC | 230,233 | $10,126,000 | 3.78% |
PSI Advisors, LLC | 68,943 | $3,032,000 | 1.59% |
Consolidated Planning Corp | 111,218 | $4,891,000 | 1.53% |
Oxler Private Wealth LLC | 38,776 | $1,705,425,000 | 0.95% |
Clearwater Capital Advisors, LLC | 153,516 | $6,752,000 | 0.93% |
ACG Wealth | 86,665 | $3,812,000 | 0.87% |
CULBERTSON A N & CO INC | 50,521 | $2,221,000 | 0.52% |
Stratos Wealth Partners, LTD. | 386,113 | $16,981,000 | 0.47% |
LBJ Family Wealth Advisors, Ltd. | 10,467 | $460,000 | 0.37% |