WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 132 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,476 | -1.3% | 29,097 | +3.1% | 0.00% | 0.0% |
| Q2 2023 | $1,495 | +7.9% | 28,231 | +1.3% | 0.00% | 0.0% |
| Q1 2023 | $1,385 | +1.8% | 27,862 | -0.5% | 0.00% | 0.0% |
| Q4 2022 | $1,361 | -99.9% | 27,999 | -3.3% | 0.00% | 0.0% |
| Q3 2022 | $1,273,000 | -4.6% | 28,947 | -0.4% | 0.00% | 0.0% |
| Q2 2022 | $1,335,000 | -16.4% | 29,059 | -0.5% | 0.00% | -25.0% |
| Q1 2022 | $1,597,000 | -3.9% | 29,214 | -1.1% | 0.00% | 0.0% |
| Q4 2021 | $1,661,000 | +7.6% | 29,530 | -0.5% | 0.00% | 0.0% |
| Q3 2021 | $1,543,000 | +1.2% | 29,683 | +2.0% | 0.00% | 0.0% |
| Q2 2021 | $1,524,000 | +2.5% | 29,105 | -0.4% | 0.00% | 0.0% |
| Q1 2021 | $1,487,000 | +19.4% | 29,213 | +2.0% | 0.00% | 0.0% |
| Q4 2020 | $1,245,000 | +21.2% | 28,654 | -4.6% | 0.00% | 0.0% |
| Q3 2020 | $1,027,000 | -10.1% | 30,049 | -14.4% | 0.00% | 0.0% |
| Q2 2020 | $1,143,000 | -11.3% | 35,097 | -28.1% | 0.00% | -33.3% |
| Q1 2020 | $1,289,000 | -53.2% | 48,790 | -25.5% | 0.01% | -40.0% |
| Q4 2019 | $2,757,000 | -3.7% | 65,519 | -9.8% | 0.01% | -16.7% |
| Q3 2019 | $2,864,000 | -17.9% | 72,631 | -16.7% | 0.01% | -20.0% |
| Q2 2019 | $3,488,000 | +4.8% | 87,214 | +3.1% | 0.02% | 0.0% |
| Q1 2019 | $3,327,000 | +18.3% | 84,585 | +3.1% | 0.02% | 0.0% |
| Q4 2018 | $2,813,000 | -38.4% | 82,049 | -25.7% | 0.02% | -31.8% |
| Q3 2018 | $4,568,000 | +5.2% | 110,465 | +2.2% | 0.02% | -4.3% |
| Q2 2018 | $4,343,000 | +6.2% | 108,128 | +2.3% | 0.02% | +4.5% |
| Q1 2018 | $4,089,000 | +10.1% | 105,715 | +13.0% | 0.02% | +10.0% |
| Q4 2017 | $3,713,000 | – | 93,568 | – | 0.02% | – |
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% |