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 | $313,635 | -3.8% | 6,181 | +0.4% | 0.30% | -0.7% |
| Q2 2023 | $326,065 | +6.8% | 6,159 | +0.4% | 0.30% | +4.2% |
| Q1 2023 | $305,238 | +2.6% | 6,137 | +0.3% | 0.29% | -4.0% |
| Q4 2022 | $297,599 | +11.0% | 6,121 | +0.5% | 0.30% | -2.6% |
| Q3 2022 | $268,000 | -4.3% | 6,091 | 0.0% | 0.31% | -2.2% |
| Q2 2022 | $280,000 | -15.9% | 6,091 | 0.0% | 0.31% | +0.6% |
| Q1 2022 | $333,000 | -2.9% | 6,091 | 0.0% | 0.31% | -3.1% |
| Q4 2021 | $343,000 | – | 6,091 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAIYO LIFE INSURANCE CO | 880,000 | $35,200,000 | 17.88% |
| RVW Wealth, LLC | 824,616 | $32,985,000 | 7.86% |
| 3D ASSET MANAGEMENT, INC | 553,096 | $22,124,000 | 5.39% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 489,261 | $19,570,000 | 5.00% |
| TMD & ASSOCIATES, INC | 122,905 | $4,916,000 | 3.36% |
| CAPITAL WEALTH MANAGEMENT, LLC | 72,534 | $2,902,000 | 2.89% |
| Hefren-Tillotson, Inc. | 249,490 | $9,980,000 | 2.76% |
| Avestar Capital, LLC | 74,522 | $2,978,000 | 1.89% |
| Marietta Wealth Management, LLC | 108,363 | $4,335,000 | 1.69% |
| Orgel Wealth Management, LLC | 104,594 | $4,184,000 | 1.63% |