WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 5 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D/L Capital Management, LLC | 458,973 | $22,315,282 | 6.00% |
| Great Point Wealth Advisors, LLC | 206,071 | $10,019,170 | 3.36% |
| THEORY FINANCIAL LLC | 69,922 | $3,399,608 | 2.25% |
| Consolidated Planning Corp | 112,442 | $5,466,953 | 1.51% |
| Oxler Private Wealth LLC | 38,566 | $1,875,080 | 1.01% |
| Clearwater Capital Advisors, LLC | 155,288 | $7,550,103 | 0.98% |
| Breakwater Capital Group | 26,266 | $1,277,053 | 0.67% |
| Aurora Private Wealth, Inc. | 11,884 | $578 | 0.66% |
| CULBERTSON A N & CO INC | 50,222 | $2,441,774 | 0.51% |
| Stratos Wealth Partners, LTD. | 387,245 | $18,827,878 | 0.48% |