WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 132 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,243,942 | -29.2% | 24,516 | -26.2% | 0.04% | -26.5% |
| Q2 2023 | $1,757,767 | -62.9% | 33,203 | -65.2% | 0.05% | -64.7% |
| Q1 2023 | $4,740,073 | -7.7% | 95,297 | -9.8% | 0.14% | -12.0% |
| Q4 2022 | $5,136,363 | +15.3% | 105,643 | +4.3% | 0.16% | +3.3% |
| Q3 2022 | $4,456,000 | -0.7% | 101,311 | +3.8% | 0.15% | +3.4% |
| Q2 2022 | $4,488,000 | -9.2% | 97,630 | +8.1% | 0.15% | +5.0% |
| Q1 2022 | $4,941,000 | +4.6% | 90,347 | +7.6% | 0.14% | +6.0% |
| Q4 2021 | $4,725,000 | +3158.6% | 83,958 | +2901.7% | 0.13% | +2560.0% |
| Q3 2021 | $145,000 | +14400.0% | 2,797 | +12613.6% | 0.01% | – |
| Q2 2021 | $1,000 | – | 22 | – | 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% |