WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 145 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,059 | -4.2% | 20,856 | 0.0% | 0.00% | – |
| Q2 2023 | $1,105 | +6.5% | 20,856 | 0.0% | 0.00% | – |
| Q1 2023 | $1,038 | +2.4% | 20,856 | 0.0% | 0.00% | – |
| Q4 2022 | $1,014 | -99.9% | 20,856 | -0.3% | 0.00% | – |
| Q3 2022 | $921,000 | -4.3% | 20,929 | 0.0% | 0.00% | – |
| Q2 2022 | $962,000 | -15.9% | 20,929 | 0.0% | 0.00% | – |
| Q1 2022 | $1,144,000 | -3.5% | 20,929 | -0.6% | 0.00% | – |
| Q4 2021 | $1,185,000 | +8.2% | 21,061 | 0.0% | 0.00% | – |
| Q3 2021 | $1,095,000 | -0.7% | 21,061 | 0.0% | 0.00% | – |
| Q2 2021 | $1,103,000 | +2.8% | 21,061 | 0.0% | 0.00% | – |
| Q1 2021 | $1,073,000 | +17.3% | 21,061 | 0.0% | 0.00% | – |
| Q4 2020 | $915,000 | +27.1% | 21,061 | 0.0% | 0.00% | – |
| Q3 2020 | $720,000 | – | 21,061 | – | 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% |