WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 113 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,022,132 | -0.3% | 39,819 | +3.9% | 0.00% | 0.0% |
| Q2 2023 | $2,028,699 | -27.9% | 38,321 | -32.2% | 0.00% | 0.0% |
| Q1 2023 | $2,813,068 | +105.8% | 56,555 | +101.4% | 0.00% | – |
| Q4 2022 | $1,367,000 | +14.1% | 28,086 | +3.1% | 0.00% | – |
| Q3 2022 | $1,198,000 | -2.8% | 27,248 | +1.6% | 0.00% | – |
| Q2 2022 | $1,233,000 | -39.4% | 26,830 | -28.0% | 0.00% | -100.0% |
| Q1 2022 | $2,036,000 | -4.3% | 37,244 | -1.5% | 0.00% | 0.0% |
| Q4 2021 | $2,128,000 | +12.2% | 37,814 | +3.7% | 0.00% | 0.0% |
| Q3 2021 | $1,896,000 | +60.7% | 36,456 | +61.8% | 0.00% | – |
| Q2 2021 | $1,180,000 | -22.2% | 22,525 | -24.0% | 0.00% | -100.0% |
| Q1 2021 | $1,516,000 | +36.7% | 29,650 | +15.7% | 0.00% | – |
| Q4 2020 | $1,109,000 | -30.8% | 25,631 | -45.3% | 0.00% | -100.0% |
| Q3 2020 | $1,602,000 | +2.9% | 46,862 | -1.8% | 0.00% | 0.0% |
| Q2 2020 | $1,557,000 | +14.0% | 47,736 | -7.7% | 0.00% | 0.0% |
| Q1 2020 | $1,366,000 | -82.5% | 51,705 | -48.9% | 0.00% | -66.7% |
| Q4 2019 | $7,791,000 | -0.2% | 101,222 | -48.9% | 0.00% | 0.0% |
| Q3 2019 | $7,809,000 | -17.9% | 197,997 | -16.7% | 0.00% | -25.0% |
| Q2 2019 | $9,510,000 | +12.8% | 237,728 | +10.9% | 0.00% | 0.0% |
| Q1 2019 | $8,429,000 | +23.9% | 214,401 | +8.8% | 0.00% | +33.3% |
| Q4 2018 | $6,804,000 | +56.6% | 197,007 | +87.5% | 0.00% | +50.0% |
| Q3 2018 | $4,345,000 | +34.0% | 105,050 | +28.7% | 0.00% | +100.0% |
| Q2 2018 | $3,243,000 | +17.5% | 81,603 | +14.4% | 0.00% | 0.0% |
| Q1 2018 | $2,759,000 | +7.3% | 71,339 | +10.2% | 0.00% | 0.0% |
| Q4 2017 | $2,571,000 | +181.0% | 64,739 | +163.4% | 0.00% | – |
| Q3 2017 | $915,000 | +4.2% | 24,575 | +0.2% | 0.00% | – |
| Q2 2017 | $878,000 | +37.8% | 24,526 | +35.7% | 0.00% | – |
| Q1 2017 | $637,000 | -48.0% | 18,073 | +51.5% | 0.00% | -100.0% |
| Q4 2016 | $1,225,000 | +95.7% | 11,928 | +82.4% | 0.00% | – |
| Q3 2016 | $626,000 | +59.3% | 6,540 | +51.9% | 0.00% | – |
| Q2 2016 | $393,000 | +7.7% | 4,306 | +6.3% | 0.00% | – |
| Q1 2016 | $365,000 | 0.0% | 4,052 | -3.2% | 0.00% | – |
| Q4 2015 | $365,000 | -39.3% | 4,186 | -35.5% | 0.00% | – |
| Q4 2014 | $601,000 | -15.8% | 6,485 | -20.5% | 0.00% | – |
| Q3 2014 | $714,000 | +16.1% | 8,156 | +22.6% | 0.00% | – |
| Q2 2014 | $615,000 | +22.3% | 6,655 | +17.5% | 0.00% | – |
| Q1 2014 | $503,000 | +18.4% | 5,663 | +15.2% | 0.00% | – |
| Q4 2013 | $425,000 | +27.2% | 4,916 | +15.8% | 0.00% | – |
| Q3 2013 | $334,000 | +21.9% | 4,244 | +11.4% | 0.00% | – |
| Q2 2013 | $274,000 | – | 3,809 | – | 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% |