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 | $77,379 | -4.2% | 1,525 | 0.0% | 0.00% | – |
| Q2 2023 | $80,734 | +6.4% | 1,525 | 0.0% | 0.00% | – |
| Q1 2023 | $75,854 | +2.3% | 1,525 | 0.0% | 0.00% | – |
| Q4 2022 | $74,145 | +10.7% | 1,525 | 0.0% | 0.00% | – |
| Q3 2022 | $67,000 | -4.3% | 1,525 | 0.0% | 0.00% | – |
| Q2 2022 | $70,000 | -16.7% | 1,525 | 0.0% | 0.00% | – |
| Q1 2022 | $84,000 | +20.0% | 1,525 | +23.1% | 0.00% | – |
| Q4 2021 | $70,000 | +9.4% | 1,239 | 0.0% | 0.00% | – |
| Q3 2021 | $64,000 | -1.5% | 1,239 | 0.0% | 0.00% | – |
| Q2 2021 | $65,000 | +3.2% | 1,239 | 0.0% | 0.00% | – |
| Q1 2021 | $63,000 | +16.7% | 1,239 | 0.0% | 0.00% | – |
| Q4 2020 | $54,000 | +28.6% | 1,239 | 0.0% | 0.00% | – |
| Q3 2020 | $42,000 | +5.0% | 1,239 | 0.0% | 0.00% | – |
| Q2 2020 | $40,000 | +21.2% | 1,239 | 0.0% | 0.00% | – |
| Q1 2020 | $33,000 | -63.3% | 1,239 | -42.2% | 0.00% | – |
| Q4 2019 | $90,000 | +83.7% | 2,144 | +73.0% | 0.00% | – |
| Q3 2019 | $49,000 | -2.0% | 1,239 | 0.0% | 0.00% | – |
| Q2 2019 | $50,000 | -23.1% | 1,239 | -24.7% | 0.00% | – |
| Q1 2019 | $65,000 | +16.1% | 1,646 | 0.0% | 0.00% | – |
| Q4 2018 | $56,000 | -39.1% | 1,646 | -25.9% | 0.00% | – |
| Q3 2018 | $92,000 | -5.2% | 2,222 | -7.6% | 0.00% | – |
| Q2 2018 | $97,000 | -37.4% | 2,406 | -39.9% | 0.00% | – |
| Q1 2018 | $155,000 | -3.7% | 4,005 | -1.1% | 0.00% | – |
| Q4 2017 | $161,000 | +6.6% | 4,050 | +0.0% | 0.00% | – |
| Q3 2017 | $151,000 | +4.1% | 4,049 | 0.0% | 0.00% | – |
| Q2 2017 | $145,000 | -26.8% | 4,049 | -28.0% | 0.00% | – |
| Q1 2017 | $198,000 | +0.5% | 5,625 | +193.7% | 0.00% | – |
| Q4 2016 | $197,000 | +33.1% | 1,915 | +24.1% | 0.00% | – |
| Q3 2016 | $148,000 | +5.0% | 1,543 | +0.1% | 0.00% | – |
| Q2 2016 | $141,000 | +1.4% | 1,542 | 0.0% | 0.00% | – |
| Q1 2016 | $139,000 | +3.7% | 1,542 | 0.0% | 0.00% | – |
| Q4 2015 | $134,000 | -6.9% | 1,542 | -8.2% | 0.00% | – |
| Q3 2015 | $144,000 | -34.5% | 1,679 | -27.4% | 0.00% | – |
| Q2 2015 | $220,000 | -1.8% | 2,314 | +0.0% | 0.00% | – |
| Q1 2015 | $224,000 | +397.8% | 2,313 | +376.9% | 0.00% | – |
| Q4 2014 | $45,000 | +15.4% | 485 | +7.5% | 0.00% | – |
| Q3 2014 | $39,000 | – | 451 | – | 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% |