WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 132 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,083,462 | -0.2% | 119,895 | +4.1% | 0.00% | 0.0% |
| Q2 2023 | $6,097,857 | -10.1% | 115,184 | -15.6% | 0.00% | 0.0% |
| Q1 2023 | $6,785,688 | -1.4% | 136,423 | -3.6% | 0.00% | 0.0% |
| Q4 2022 | $6,880,897 | +31.6% | 141,524 | +19.1% | 0.00% | 0.0% |
| Q3 2022 | $5,227,000 | -26.7% | 118,840 | -23.4% | 0.00% | 0.0% |
| Q2 2022 | $7,129,000 | +6.0% | 155,080 | +26.1% | 0.00% | 0.0% |
| Q1 2022 | $6,726,000 | +3.9% | 123,021 | +7.0% | 0.00% | 0.0% |
| Q4 2021 | $6,472,000 | -12.1% | 114,989 | -18.8% | 0.00% | 0.0% |
| Q3 2021 | $7,366,000 | +2.9% | 141,614 | +3.6% | 0.00% | 0.0% |
| Q2 2021 | $7,159,000 | -4.3% | 136,653 | -7.0% | 0.00% | 0.0% |
| Q1 2021 | $7,482,000 | +17.5% | 146,892 | +0.3% | 0.00% | 0.0% |
| Q4 2020 | $6,367,000 | -0.9% | 146,496 | -22.0% | 0.00% | 0.0% |
| Q3 2020 | $6,422,000 | +0.9% | 187,827 | -3.9% | 0.00% | 0.0% |
| Q2 2020 | $6,366,000 | +5.4% | 195,400 | -14.5% | 0.00% | 0.0% |
| Q1 2020 | $6,041,000 | -60.4% | 228,654 | -36.9% | 0.00% | -50.0% |
| Q4 2019 | $15,246,000 | +0.5% | 362,231 | -5.8% | 0.00% | 0.0% |
| Q3 2019 | $15,164,000 | -0.7% | 384,487 | +0.7% | 0.00% | 0.0% |
| Q2 2019 | $15,275,000 | -22.2% | 381,881 | -23.5% | 0.00% | -33.3% |
| Q1 2019 | $19,634,000 | +10.0% | 499,087 | -4.1% | 0.01% | 0.0% |
| Q4 2018 | $17,841,000 | -28.8% | 520,274 | -14.1% | 0.01% | -14.3% |
| Q3 2018 | $25,047,000 | +3.5% | 605,576 | +0.5% | 0.01% | 0.0% |
| Q2 2018 | $24,207,000 | +15.3% | 602,606 | +11.0% | 0.01% | +16.7% |
| Q1 2018 | $21,002,000 | +1.1% | 542,953 | +3.7% | 0.01% | 0.0% |
| Q4 2017 | $20,771,000 | +8.4% | 523,456 | +1.7% | 0.01% | 0.0% |
| Q3 2017 | $19,162,000 | +6.6% | 514,559 | +2.5% | 0.01% | 0.0% |
| Q2 2017 | $17,973,000 | +8.1% | 502,065 | +6.5% | 0.01% | +20.0% |
| Q1 2017 | $16,628,000 | +48.7% | 471,452 | +333.0% | 0.01% | +25.0% |
| Q4 2016 | $11,179,000 | +21.0% | 108,882 | +12.8% | 0.00% | +33.3% |
| Q3 2016 | $9,238,000 | +57.3% | 96,564 | +50.1% | 0.00% | +50.0% |
| Q2 2016 | $5,872,000 | -4.2% | 64,320 | -5.4% | 0.00% | 0.0% |
| Q1 2016 | $6,128,000 | -1.5% | 68,018 | -4.7% | 0.00% | 0.0% |
| Q4 2015 | $6,223,000 | -5.7% | 71,404 | -7.1% | 0.00% | -33.3% |
| Q3 2015 | $6,602,000 | -1.8% | 76,835 | +8.5% | 0.00% | 0.0% |
| Q2 2015 | $6,726,000 | -54.3% | 70,787 | -53.6% | 0.00% | 0.0% |
| Q1 2015 | $14,724,000 | +91.6% | 152,542 | +83.9% | 0.00% | 0.0% |
| Q4 2014 | $7,683,000 | -9.4% | 82,927 | -14.4% | 0.00% | -25.0% |
| Q3 2014 | $8,484,000 | +13.9% | 96,929 | +20.3% | 0.00% | +33.3% |
| Q2 2014 | $7,450,000 | +19.1% | 80,583 | +14.5% | 0.00% | 0.0% |
| Q1 2014 | $6,253,000 | +45.2% | 70,365 | +41.4% | 0.00% | +50.0% |
| Q4 2013 | $4,306,000 | +36.3% | 49,780 | +24.1% | 0.00% | 0.0% |
| Q3 2013 | $3,159,000 | +8.7% | 40,103 | -0.7% | 0.00% | 0.0% |
| Q2 2013 | $2,905,000 | – | 40,372 | – | 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% |