WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 123 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $324 | -7.2% | 6,389 | -3.0% | 0.00% | 0.0% |
| Q2 2023 | $349 | +6.4% | 6,589 | +0.0% | 0.00% | 0.0% |
| Q1 2023 | $328 | -94.6% | 6,587 | -94.7% | 0.00% | -95.0% |
| Q4 2022 | $6,093 | -99.9% | 125,313 | +3.0% | 0.04% | -2.4% |
| Q3 2022 | $5,351,000 | +1118.9% | 121,670 | +1175.0% | 0.04% | +1266.7% |
| Q2 2022 | $439,000 | -12.7% | 9,543 | +3.7% | 0.00% | -25.0% |
| Q1 2022 | $503,000 | -6.3% | 9,201 | -3.6% | 0.00% | 0.0% |
| Q4 2021 | $537,000 | +3.3% | 9,545 | -4.5% | 0.00% | 0.0% |
| Q3 2021 | $520,000 | 0.0% | 9,994 | +0.7% | 0.00% | 0.0% |
| Q2 2021 | $520,000 | +3.8% | 9,927 | +0.9% | 0.00% | -20.0% |
| Q1 2021 | $501,000 | +17.3% | 9,835 | +0.2% | 0.01% | 0.0% |
| Q4 2020 | $427,000 | +17.6% | 9,819 | -7.5% | 0.01% | 0.0% |
| Q3 2020 | $363,000 | -9.5% | 10,613 | -13.7% | 0.01% | 0.0% |
| Q2 2020 | $401,000 | -18.5% | 12,303 | -33.9% | 0.01% | -37.5% |
| Q1 2020 | $492,000 | -51.9% | 18,609 | -23.5% | 0.01% | -46.7% |
| Q4 2019 | $1,023,000 | -3.4% | 24,314 | -9.4% | 0.02% | -11.8% |
| Q3 2019 | $1,059,000 | -83.9% | 26,851 | -83.6% | 0.02% | -81.9% |
| Q2 2019 | $6,567,000 | +4.8% | 164,175 | +3.1% | 0.09% | -3.1% |
| Q1 2019 | $6,265,000 | +18.6% | 159,257 | +3.4% | 0.10% | +2.1% |
| Q4 2018 | $5,283,000 | -14.0% | 154,069 | +3.8% | 0.10% | -8.7% |
| Q3 2018 | $6,140,000 | +16.2% | 148,451 | +12.9% | 0.10% | -9.6% |
| Q2 2018 | $5,282,000 | +9.7% | 131,501 | +5.6% | 0.12% | +12.7% |
| Q1 2018 | $4,815,000 | +4.0% | 124,482 | +6.7% | 0.10% | +15.9% |
| Q4 2017 | $4,631,000 | +14.8% | 116,717 | +7.8% | 0.09% | +6.0% |
| Q3 2017 | $4,033,000 | +17.2% | 108,293 | +12.7% | 0.08% | +25.8% |
| Q2 2017 | $3,441,000 | – | 96,126 | – | 0.07% | – |
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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% |