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 | $326,765 | -4.3% | 6,440 | -0.1% | 0.00% | – |
| Q2 2023 | $341,357 | +8.8% | 6,448 | +2.2% | 0.00% | – |
| Q1 2023 | $313,717 | +102421.9% | 6,310 | +0.5% | 0.00% | – |
| Q4 2022 | $306 | -99.8% | 6,281 | +66.6% | 0.00% | – |
| Q3 2022 | $166,000 | -4.0% | 3,770 | 0.0% | 0.00% | – |
| Q2 2022 | $173,000 | -1.7% | 3,770 | +17.4% | 0.00% | – |
| Q1 2022 | $176,000 | +340.0% | 3,211 | +351.6% | 0.00% | – |
| Q4 2021 | $40,000 | +8.1% | 711 | 0.0% | 0.00% | – |
| Q3 2021 | $37,000 | 0.0% | 711 | 0.0% | 0.00% | – |
| Q2 2021 | $37,000 | +2.8% | 711 | 0.0% | 0.00% | – |
| Q1 2021 | $36,000 | +16.1% | 711 | 0.0% | 0.00% | – |
| Q4 2020 | $31,000 | +14.8% | 711 | -10.2% | 0.00% | – |
| Q3 2020 | $27,000 | -87.6% | 792 | -88.2% | 0.00% | – |
| Q2 2020 | $218,000 | +23.2% | 6,704 | 0.0% | 0.00% | – |
| Q1 2020 | $177,000 | -57.0% | 6,704 | -31.6% | 0.00% | – |
| Q4 2019 | $412,000 | +15.1% | 9,797 | +7.8% | 0.00% | – |
| Q3 2019 | $358,000 | -0.3% | 9,086 | -0.1% | 0.00% | – |
| Q2 2019 | $359,000 | +7.5% | 9,093 | +7.2% | 0.00% | – |
| Q1 2019 | $334,000 | +37.4% | 8,486 | +19.8% | 0.00% | – |
| Q4 2018 | $243,000 | +15.7% | 7,082 | +39.2% | 0.00% | – |
| Q3 2018 | $210,000 | -51.7% | 5,087 | -53.0% | 0.00% | – |
| Q2 2018 | $435,000 | +27.9% | 10,823 | +23.1% | 0.00% | – |
| Q1 2018 | $340,000 | +33900.0% | 8,789 | +43845.0% | 0.00% | – |
| Q4 2017 | $1,000 | -99.9% | 20 | -99.9% | 0.00% | – |
| Q3 2017 | $845,000 | +9.9% | 22,767 | +6.0% | 0.00% | – |
| Q2 2017 | $769,000 | +9.4% | 21,479 | +7.7% | 0.00% | – |
| Q1 2017 | $703,000 | +7.8% | 19,939 | +214.1% | 0.00% | – |
| Q4 2016 | $652,000 | +1.2% | 6,347 | -5.7% | 0.00% | – |
| Q3 2016 | $644,000 | +8.2% | 6,730 | +3.3% | 0.00% | – |
| Q2 2016 | $595,000 | +22.9% | 6,514 | +21.3% | 0.00% | – |
| Q1 2016 | $484,000 | -5.8% | 5,368 | -8.9% | 0.00% | – |
| Q4 2015 | $514,000 | -2.3% | 5,894 | -3.7% | 0.00% | – |
| Q3 2015 | $526,000 | -8.0% | 6,120 | +1.7% | 0.00% | – |
| Q2 2015 | $572,000 | +3.2% | 6,020 | +4.8% | 0.00% | – |
| Q1 2015 | $554,000 | +9.3% | 5,743 | +4.9% | 0.00% | – |
| Q4 2014 | $507,000 | +13.7% | 5,476 | +7.5% | 0.00% | – |
| Q3 2014 | $446,000 | +4.0% | 5,092 | +9.8% | 0.00% | – |
| Q2 2014 | $429,000 | +8.6% | 4,637 | +4.3% | 0.00% | – |
| Q1 2014 | $395,000 | +4.5% | 4,447 | +1.7% | 0.00% | – |
| Q4 2013 | $378,000 | +3.8% | 4,373 | -5.3% | 0.00% | – |
| Q3 2013 | $364,000 | -6.2% | 4,617 | -14.4% | 0.00% | – |
| Q2 2013 | $388,000 | – | 5,393 | – | 0.00% | – |
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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% |