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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $70,762 | -0.0% | 1,233 | -11.6% | 0.05% | -11.5% |
Q3 2023 | $70,782 | -4.2% | 1,395 | 0.0% | 0.05% | 0.0% |
Q2 2023 | $73,851 | +6.4% | 1,395 | 0.0% | 0.05% | +2.0% |
Q1 2023 | $69,387 | +101939.7% | 1,395 | 0.0% | 0.05% | -5.6% |
Q4 2022 | $68 | -99.9% | 1,395 | 0.0% | 0.05% | -3.6% |
Q3 2022 | $61,000 | -16.4% | 1,395 | 0.0% | 0.06% | -6.7% |
Q2 2022 | $73,000 | – | 1,395 | – | 0.06% | – |
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% |