WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 127 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,426,962 | -14.3% | 757,331 | -10.5% | 0.00% | -20.0% |
| Q2 2023 | $44,817,527 | -15.9% | 846,572 | -21.0% | 0.01% | 0.0% |
| Q1 2023 | $53,291,751 | -4.0% | 1,071,406 | -6.2% | 0.01% | -16.7% |
| Q4 2022 | $55,540,178 | +6.8% | 1,142,332 | -3.4% | 0.01% | 0.0% |
| Q3 2022 | $51,988,000 | +18.9% | 1,182,084 | +24.3% | 0.01% | +20.0% |
| Q2 2022 | $43,710,000 | -11.9% | 950,816 | +4.8% | 0.01% | 0.0% |
| Q1 2022 | $49,598,000 | -3.3% | 907,068 | -0.5% | 0.01% | 0.0% |
| Q4 2021 | $51,283,000 | +9.6% | 911,204 | +1.3% | 0.01% | 0.0% |
| Q3 2021 | $46,791,000 | +69.5% | 899,654 | +70.7% | 0.01% | +66.7% |
| Q2 2021 | $27,604,000 | +10.1% | 526,894 | +7.0% | 0.00% | 0.0% |
| Q1 2021 | $25,079,000 | +33.9% | 492,417 | +14.3% | 0.00% | +50.0% |
| Q4 2020 | $18,730,000 | +23.2% | 430,989 | -3.1% | 0.00% | 0.0% |
| Q3 2020 | $15,207,000 | -9.6% | 444,788 | -13.8% | 0.00% | -33.3% |
| Q2 2020 | $16,814,000 | -16.7% | 516,073 | -32.4% | 0.00% | -25.0% |
| Q1 2020 | $20,178,000 | -29.6% | 763,708 | +12.2% | 0.00% | 0.0% |
| Q4 2019 | $28,658,000 | +11.8% | 680,885 | +4.7% | 0.00% | 0.0% |
| Q3 2019 | $25,638,000 | -0.3% | 650,038 | +1.1% | 0.00% | 0.0% |
| Q2 2019 | $25,714,000 | +0.8% | 642,844 | -0.8% | 0.00% | 0.0% |
| Q1 2019 | $25,501,000 | +22.9% | 648,211 | +7.2% | 0.00% | 0.0% |
| Q4 2018 | $20,742,000 | -22.4% | 604,904 | -6.4% | 0.00% | 0.0% |
| Q3 2018 | $26,718,000 | +1.2% | 645,990 | -1.7% | 0.00% | 0.0% |
| Q2 2018 | $26,391,000 | +3.9% | 656,987 | +0.0% | 0.00% | 0.0% |
| Q1 2018 | $25,405,000 | +2.8% | 656,790 | +5.4% | 0.00% | 0.0% |
| Q4 2017 | $24,722,000 | +4.3% | 623,013 | -2.1% | 0.00% | 0.0% |
| Q3 2017 | $23,695,000 | +3.8% | 636,265 | -0.2% | 0.00% | -20.0% |
| Q2 2017 | $22,818,000 | -8.7% | 637,385 | -10.1% | 0.01% | 0.0% |
| Q1 2017 | $25,004,000 | -23.1% | 708,928 | +123.9% | 0.01% | -28.6% |
| Q4 2016 | $32,507,000 | +25.9% | 316,615 | +17.3% | 0.01% | +16.7% |
| Q3 2016 | $25,820,000 | +5.5% | 269,885 | +0.7% | 0.01% | 0.0% |
| Q2 2016 | $24,472,000 | -3.9% | 268,040 | -5.1% | 0.01% | 0.0% |
| Q1 2016 | $25,457,000 | -8.3% | 282,552 | -11.3% | 0.01% | -14.3% |
| Q4 2015 | $27,770,000 | -12.3% | 318,679 | -13.5% | 0.01% | -12.5% |
| Q3 2015 | $31,669,000 | +12.4% | 368,592 | +24.2% | 0.01% | -11.1% |
| Q2 2015 | $28,185,000 | -5.2% | 296,657 | -3.7% | 0.01% | -10.0% |
| Q1 2015 | $29,720,000 | +15.6% | 307,914 | +10.9% | 0.01% | +11.1% |
| Q4 2014 | $25,717,000 | +45.1% | 277,580 | +37.1% | 0.01% | +50.0% |
| Q3 2014 | $17,726,000 | +33.2% | 202,521 | +40.7% | 0.01% | +50.0% |
| Q2 2014 | $13,309,000 | +24.8% | 143,957 | +20.0% | 0.00% | 0.0% |
| Q1 2014 | $10,660,000 | -8.1% | 119,972 | -10.6% | 0.00% | 0.0% |
| Q4 2013 | $11,604,000 | +57.9% | 134,147 | +43.8% | 0.00% | +33.3% |
| Q3 2013 | $7,350,000 | +81.4% | 93,287 | +65.7% | 0.00% | +50.0% |
| Q2 2013 | $4,051,000 | – | 56,291 | – | 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% |