WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 131 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $63,425 | -4.2% | 1,250 | 0.0% | 0.00% | – |
| Q2 2023 | $66,175 | +6.4% | 1,250 | 0.0% | 0.00% | – |
| Q1 2023 | $62,175 | -9.8% | 1,250 | -11.8% | 0.00% | – |
| Q4 2022 | $68,943 | +11.2% | 1,418 | 0.0% | 0.00% | – |
| Q3 2022 | $62,000 | -4.6% | 1,418 | 0.0% | 0.00% | – |
| Q2 2022 | $65,000 | +622.2% | 1,418 | +744.0% | 0.00% | – |
| Q1 2022 | $9,000 | 0.0% | 168 | 0.0% | 0.00% | – |
| Q4 2021 | $9,000 | 0.0% | 168 | 0.0% | 0.00% | – |
| Q3 2021 | $9,000 | 0.0% | 168 | 0.0% | 0.00% | – |
| Q2 2021 | $9,000 | 0.0% | 168 | 0.0% | 0.00% | – |
| Q1 2021 | $9,000 | +28.6% | 168 | 0.0% | 0.00% | – |
| Q4 2020 | $7,000 | -88.5% | 168 | -90.6% | 0.00% | – |
| Q3 2020 | $61,000 | +7.0% | 1,788 | +1.1% | 0.00% | – |
| Q2 2020 | $57,000 | -54.8% | 1,768 | -62.9% | 0.00% | – |
| Q1 2020 | $126,000 | -37.0% | 4,768 | +0.6% | 0.00% | -100.0% |
| Q4 2019 | $200,000 | +7.0% | 4,741 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $187,000 | +8.7% | 4,741 | +10.3% | 0.00% | – |
| Q2 2019 | $172,000 | -10.9% | 4,300 | -12.3% | 0.00% | -100.0% |
| Q1 2019 | $193,000 | +14.9% | 4,904 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $168,000 | -17.2% | 4,904 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $203,000 | +35.3% | 4,904 | +31.7% | 0.00% | – |
| Q2 2018 | $150,000 | +4.2% | 3,725 | 0.0% | 0.00% | – |
| Q1 2018 | $144,000 | -2.7% | 3,725 | 0.0% | 0.00% | – |
| Q4 2017 | $148,000 | +32.1% | 3,725 | +24.2% | 0.00% | – |
| Q3 2017 | $112,000 | +4.7% | 3,000 | 0.0% | 0.00% | – |
| Q2 2017 | $107,000 | +0.9% | 3,000 | 0.0% | 0.00% | – |
| Q1 2017 | $106,000 | +2.9% | 3,000 | +200.0% | 0.00% | – |
| Q4 2016 | $103,000 | +7.3% | 1,000 | 0.0% | 0.00% | – |
| Q3 2016 | $96,000 | +5.5% | 1,000 | 0.0% | 0.00% | – |
| Q2 2016 | $91,000 | +1.1% | 1,000 | 0.0% | 0.00% | – |
| Q1 2016 | $90,000 | -35.7% | 1,000 | -37.8% | 0.00% | -100.0% |
| Q4 2015 | $140,000 | +169.2% | 1,608 | +164.5% | 0.00% | – |
| Q3 2015 | $52,000 | -10.3% | 608 | 0.0% | 0.00% | – |
| Q2 2015 | $58,000 | -1.7% | 608 | 0.0% | 0.00% | – |
| Q1 2015 | $59,000 | +5.4% | 608 | 0.0% | 0.00% | – |
| Q4 2014 | $56,000 | +5.7% | 608 | 0.0% | 0.00% | – |
| Q3 2014 | $53,000 | – | 608 | – | 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% |