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 ↓ |
|---|---|---|---|
| Consolidated Planning Corp | 90,984 | $3,954,000 | 2.58% |
| PSI Advisors, LLC | 82,387 | $3,580,000 | 2.47% |
| Great Point Wealth Advisors, LLC | 82,268 | $3,575,000 | 1.53% |
| Clearwater Capital Advisors, LLC | 149,576 | $6,501,000 | 0.86% |
| ACG Wealth | 112,055 | $4,870,000 | 0.67% |
| MONEY CONCEPTS CAPITAL CORP | 141,424 | $6,146,000 | 0.57% |
| CULBERTSON A N & CO INC | 53,538 | $2,327,000 | 0.55% |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 17,868 | $777,000 | 0.52% |
| HC FINANCIAL ADVISORS INC | 18,564 | $807,000 | 0.52% |
| Investors Research Corp | 26,380 | $1,146,000 | 0.45% |