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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $699,000 | -15.9% | 15,198 | 0.0% | 0.47% | -5.5% |
| Q1 2022 | $831,000 | -2.6% | 15,198 | +0.3% | 0.50% | +4.4% |
| Q4 2021 | $853,000 | +8.2% | 15,150 | 0.0% | 0.47% | +0.2% |
| Q3 2021 | $788,000 | -2.7% | 15,150 | -2.1% | 0.47% | +0.2% |
| Q2 2021 | $810,000 | -0.1% | 15,468 | -2.8% | 0.47% | -4.5% |
| Q1 2021 | $811,000 | +0.5% | 15,914 | -14.3% | 0.49% | -4.4% |
| Q4 2020 | $807,000 | +18.2% | 18,564 | -7.1% | 0.52% | +5.7% |
| Q3 2020 | $683,000 | -17.4% | 19,985 | -21.3% | 0.49% | -24.3% |
| Q2 2020 | $827,000 | +27.6% | 25,391 | +3.5% | 0.65% | +11.6% |
| Q1 2020 | $648,000 | -39.9% | 24,541 | -4.3% | 0.58% | -31.7% |
| Q4 2019 | $1,079,000 | +3.9% | 25,631 | -2.6% | 0.85% | -4.6% |
| Q3 2019 | $1,038,000 | -5.8% | 26,313 | -4.5% | 0.89% | -19.2% |
| Q2 2019 | $1,102,000 | -3.7% | 27,553 | -5.2% | 1.10% | -8.3% |
| Q1 2019 | $1,144,000 | +11.4% | 29,078 | -2.9% | 1.20% | -47.6% |
| Q4 2018 | $1,027,000 | +89.8% | 29,943 | +114.0% | 2.29% | +329.0% |
| Q1 2018 | $541,000 | – | 13,991 | – | 0.53% | – |
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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% |