WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 131 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $27,755 | -4.2% | 547 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $28,958 | +6.4% | 547 | 0.0% | 0.00% | -25.0% |
Q1 2023 | $27,208 | +2.3% | 547 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $26,595 | +10.8% | 547 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $24,000 | -4.0% | 547 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $25,000 | -16.7% | 547 | 0.0% | 0.00% | -20.0% |
Q1 2022 | $30,000 | -3.2% | 547 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $31,000 | +10.7% | 547 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $28,000 | -3.4% | 547 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $29,000 | +3.6% | 547 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $28,000 | +16.7% | 547 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $24,000 | +26.3% | 547 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $19,000 | +5.6% | 547 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $18,000 | -68.4% | 547 | -74.7% | 0.01% | -82.8% |
Q1 2020 | $57,000 | -93.6% | 2,166 | -89.8% | 0.03% | -92.8% |
Q4 2019 | $894,000 | -2.7% | 21,220 | -11.9% | 0.40% | -19.2% |
Q3 2019 | $919,000 | -7.8% | 24,092 | -3.8% | 0.50% | -8.5% |
Q2 2019 | $997,000 | -13.8% | 25,037 | -14.8% | 0.54% | -21.8% |
Q1 2019 | $1,156,000 | -27.4% | 29,395 | -36.7% | 0.69% | -40.1% |
Q4 2018 | $1,593,000 | -30.0% | 46,466 | -15.6% | 1.16% | -11.7% |
Q3 2018 | $2,277,000 | +5.5% | 55,065 | +2.4% | 1.31% | +3.2% |
Q2 2018 | $2,159,000 | +6.6% | 53,757 | +2.6% | 1.27% | -2.2% |
Q1 2018 | $2,026,000 | -5.2% | 52,390 | -2.8% | 1.30% | -10.6% |
Q4 2017 | $2,138,000 | -3.6% | 53,893 | -9.5% | 1.45% | +14.0% |
Q3 2017 | $2,218,000 | +7.7% | 59,553 | +3.5% | 1.27% | -3.3% |
Q2 2017 | $2,059,000 | +0.1% | 57,515 | -1.4% | 1.32% | -10.9% |
Q1 2017 | $2,057,000 | +8.3% | 58,326 | +215.2% | 1.48% | -4.6% |
Q4 2016 | $1,900,000 | – | 18,504 | – | 1.55% | – |
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% |