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 | $284,584 | -55.4% | 5,609 | -53.4% | 0.00% | -100.0% |
| Q2 2023 | $637,506 | +11.7% | 12,042 | +5.0% | 0.00% | 0.0% |
| Q1 2023 | $570,622 | -4.0% | 11,472 | -6.1% | 0.00% | 0.0% |
| Q4 2022 | $594,287 | +177.7% | 12,223 | +151.6% | 0.00% | – |
| Q3 2022 | $214,000 | -7.4% | 4,858 | -3.5% | 0.00% | – |
| Q2 2022 | $231,000 | -65.9% | 5,033 | -59.3% | 0.00% | -100.0% |
| Q1 2022 | $677,000 | -12.3% | 12,372 | -9.8% | 0.00% | 0.0% |
| Q4 2021 | $772,000 | +9.3% | 13,723 | +1.1% | 0.00% | 0.0% |
| Q3 2021 | $706,000 | +8.1% | 13,568 | +8.8% | 0.00% | 0.0% |
| Q2 2021 | $653,000 | +19.6% | 12,473 | +16.4% | 0.00% | 0.0% |
| Q1 2021 | $546,000 | +48.4% | 10,717 | -23.1% | 0.00% | 0.0% |
| Q1 2020 | $368,000 | -77.0% | 13,933 | -63.4% | 0.00% | -66.7% |
| Q4 2019 | $1,601,000 | +9.2% | 38,039 | +2.2% | 0.00% | -25.0% |
| Q3 2019 | $1,466,000 | +2.9% | 37,217 | +4.6% | 0.00% | 0.0% |
| Q2 2019 | $1,425,000 | +1.9% | 35,582 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $1,399,000 | +40.7% | 35,582 | +22.8% | 0.00% | +33.3% |
| Q4 2018 | $994,000 | -20.6% | 28,979 | -4.4% | 0.00% | -25.0% |
| Q3 2018 | $1,252,000 | +0.2% | 30,299 | -2.9% | 0.00% | 0.0% |
| Q2 2018 | $1,250,000 | +3.5% | 31,199 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $1,208,000 | -6.7% | 31,199 | -4.3% | 0.00% | 0.0% |
| Q4 2017 | $1,295,000 | +4.1% | 32,609 | -2.1% | 0.00% | 0.0% |
| Q3 2017 | $1,244,000 | +2.2% | 33,324 | -2.1% | 0.00% | -20.0% |
| Q2 2017 | $1,217,000 | +3.8% | 34,044 | +2.3% | 0.01% | 0.0% |
| Q1 2017 | $1,173,000 | +86.2% | 33,269 | +442.9% | 0.01% | +66.7% |
| Q4 2016 | $630,000 | +6.8% | 6,128 | -0.7% | 0.00% | 0.0% |
| Q3 2016 | $590,000 | +5.4% | 6,169 | +0.8% | 0.00% | 0.0% |
| Q2 2016 | $560,000 | +6.9% | 6,119 | +5.3% | 0.00% | 0.0% |
| Q1 2016 | $524,000 | -0.2% | 5,813 | -3.6% | 0.00% | 0.0% |
| Q4 2015 | $525,000 | +52.2% | 6,028 | +50.2% | 0.00% | +50.0% |
| Q3 2015 | $345,000 | -31.3% | 4,013 | -24.9% | 0.00% | +100.0% |
| Q2 2015 | $502,000 | – | 5,342 | – | 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% |