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 | $160,187 | -3.8% | 3,157 | +0.3% | 0.01% | 0.0% |
| Q2 2023 | $166,536 | +6.8% | 3,146 | +0.4% | 0.01% | 0.0% |
| Q1 2023 | $155,898 | +2.6% | 3,134 | +0.3% | 0.01% | 0.0% |
| Q4 2022 | $151,996 | +10.9% | 3,126 | +0.5% | 0.01% | +11.1% |
| Q3 2022 | $137,000 | -3.5% | 3,111 | +0.5% | 0.01% | 0.0% |
| Q2 2022 | $142,000 | -16.0% | 3,097 | +0.4% | 0.01% | 0.0% |
| Q1 2022 | $169,000 | -2.3% | 3,085 | +0.3% | 0.01% | 0.0% |
| Q4 2021 | $173,000 | +8.1% | 3,077 | +0.2% | 0.01% | 0.0% |
| Q3 2021 | $160,000 | 0.0% | 3,070 | +0.6% | 0.01% | +12.5% |
| Q2 2021 | $160,000 | +3.2% | 3,053 | +0.3% | 0.01% | -11.1% |
| Q1 2021 | $155,000 | +17.4% | 3,044 | +0.0% | 0.01% | +12.5% |
| Q4 2020 | $132,000 | – | 3,043 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D/L Capital Management, LLC | 458,973 | $22,315,282 | 6.00% |
| Great Point Wealth Advisors, LLC | 206,071 | $10,019,170 | 3.36% |
| THEORY FINANCIAL LLC | 69,922 | $3,399,608 | 2.25% |
| Consolidated Planning Corp | 112,442 | $5,466,953 | 1.51% |
| Oxler Private Wealth LLC | 38,566 | $1,875,080 | 1.01% |
| Clearwater Capital Advisors, LLC | 155,288 | $7,550,103 | 0.98% |
| Breakwater Capital Group | 26,266 | $1,277,053 | 0.67% |
| Aurora Private Wealth, Inc. | 11,884 | $578 | 0.66% |
| CULBERTSON A N & CO INC | 50,222 | $2,441,774 | 0.51% |
| Stratos Wealth Partners, LTD. | 387,245 | $18,827,878 | 0.48% |