WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 146 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,626 | +16.5% | 643 | +2.6% | 0.00% | – |
| Q3 2022 | $28,000 | -90.6% | 627 | -90.3% | 0.00% | – |
| Q2 2022 | $299,000 | -9.9% | 6,497 | +7.0% | 0.00% | – |
| Q1 2022 | $332,000 | -21.9% | 6,072 | -19.6% | 0.00% | – |
| Q4 2021 | $425,000 | +8.1% | 7,550 | 0.0% | 0.00% | – |
| Q3 2021 | $393,000 | -39.7% | 7,550 | -39.4% | 0.00% | – |
| Q2 2021 | $652,000 | -30.8% | 12,449 | -32.7% | 0.00% | -100.0% |
| Q1 2021 | $942,000 | +17.2% | 18,490 | 0.0% | 0.00% | – |
| Q4 2020 | $804,000 | +38.4% | 18,490 | +8.8% | 0.00% | – |
| Q3 2020 | $581,000 | +7.2% | 16,990 | +2.1% | 0.00% | – |
| Q2 2020 | $542,000 | +120.3% | 16,645 | +78.4% | 0.00% | – |
| Q1 2020 | $246,000 | -40.1% | 9,328 | -4.6% | 0.00% | – |
| Q4 2019 | $411,000 | +13.5% | 9,776 | +6.4% | 0.00% | – |
| Q3 2019 | $362,000 | -13.8% | 9,189 | -12.4% | 0.00% | – |
| Q2 2019 | $420,000 | +1.2% | 10,488 | -0.5% | 0.00% | – |
| Q1 2019 | $415,000 | -8.0% | 10,538 | -19.9% | 0.00% | – |
| Q4 2018 | $451,000 | -37.7% | 13,157 | -24.8% | 0.00% | -100.0% |
| Q3 2018 | $724,000 | +17.2% | 17,497 | +13.8% | 0.00% | 0.0% |
| Q2 2018 | $618,000 | -21.2% | 15,374 | -24.2% | 0.00% | 0.0% |
| Q1 2018 | $784,000 | +5.8% | 20,274 | +8.6% | 0.00% | 0.0% |
| Q4 2017 | $741,000 | +9.5% | 18,670 | +2.8% | 0.00% | 0.0% |
| Q3 2017 | $677,000 | +4.2% | 18,170 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $650,000 | +39.8% | 18,170 | +38.0% | 0.00% | – |
| Q1 2017 | $465,000 | +2.2% | 13,170 | +197.4% | 0.00% | – |
| Q4 2016 | $455,000 | +40.9% | 4,429 | +31.1% | 0.00% | – |
| Q3 2016 | $323,000 | +4.5% | 3,379 | 0.0% | 0.00% | – |
| Q2 2016 | $309,000 | -1.9% | 3,379 | -3.2% | 0.00% | – |
| Q1 2016 | $315,000 | -60.2% | 3,491 | -61.6% | 0.00% | -100.0% |
| Q4 2015 | $791,000 | -7.5% | 9,083 | -8.7% | 0.00% | 0.0% |
| Q3 2015 | $855,000 | -10.5% | 9,951 | -1.0% | 0.00% | 0.0% |
| Q2 2015 | $955,000 | +17.2% | 10,054 | +19.1% | 0.00% | 0.0% |
| Q1 2015 | $815,000 | +2.1% | 8,442 | -2.0% | 0.00% | 0.0% |
| Q4 2014 | $798,000 | -0.6% | 8,616 | -6.1% | 0.00% | 0.0% |
| Q3 2014 | $803,000 | -15.1% | 9,177 | -10.2% | 0.00% | 0.0% |
| Q2 2014 | $946,000 | +11.8% | 10,219 | +7.4% | 0.00% | 0.0% |
| Q1 2014 | $846,000 | +7.0% | 9,516 | +4.1% | 0.00% | 0.0% |
| Q4 2013 | $791,000 | -7.8% | 9,139 | -16.1% | 0.00% | 0.0% |
| Q3 2013 | $858,000 | +93.2% | 10,888 | +76.6% | 0.00% | – |
| Q2 2013 | $444,000 | – | 6,164 | – | 0.00% | – |
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% |