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 | $136,316 | +253.9% | 2,687 | +269.1% | 0.00% | – |
| Q2 2023 | $38,515 | -26.5% | 728 | -30.9% | 0.00% | – |
| Q1 2023 | $52,376 | +88.3% | 1,054 | +84.3% | 0.00% | – |
| Q4 2022 | $27,811 | -0.7% | 572 | -11.6% | 0.00% | – |
| Q3 2022 | $28,000 | -79.3% | 647 | -78.1% | 0.00% | – |
| Q2 2022 | $135,000 | -4.9% | 2,954 | +13.5% | 0.00% | – |
| Q1 2022 | $142,000 | +202.1% | 2,602 | +213.9% | 0.00% | – |
| Q4 2021 | $47,000 | +38.2% | 829 | +26.0% | 0.00% | – |
| Q3 2021 | $34,000 | +385.7% | 658 | +398.5% | 0.00% | – |
| Q2 2021 | $7,000 | +16.7% | 132 | +18.9% | 0.00% | – |
| Q1 2021 | $6,000 | – | 111 | +5450.0% | 0.00% | – |
| Q4 2020 | $0 | – | 2 | +100.0% | 0.00% | – |
| Q3 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 1 | -100.0% | 0.00% | – |
| Q1 2020 | $66,000 | +24.5% | 2,510 | +98.6% | 0.00% | – |
| Q4 2019 | $53,000 | +39.5% | 1,264 | +29.0% | 0.00% | – |
| Q3 2019 | $38,000 | +153.3% | 980 | +152.6% | 0.00% | – |
| Q2 2019 | $15,000 | 0.0% | 388 | +0.3% | 0.00% | – |
| Q1 2019 | $15,000 | +1400.0% | 387 | +2480.0% | 0.00% | – |
| Q4 2018 | $1,000 | – | 15 | – | 0.00% | – |
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% |