DAVENPORT & Co LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 135 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
DAVENPORT & Co LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$19,649,686
+3.9%
387,262
+8.4%
0.15%
+7.2%
Q2 2023$18,910,549
+1.3%
357,207
-4.8%
0.14%
-4.8%
Q1 2023$18,668,276
+9.4%
375,317
+6.9%
0.15%
+5.0%
Q4 2022$17,065,000
+17.9%
350,981
+6.7%
0.14%
+10.3%
Q3 2022$14,471,000
+3.3%
329,032
+8.0%
0.13%
+9.6%
Q2 2022$14,005,000
-11.5%
304,666
+5.2%
0.12%
+6.5%
Q1 2022$15,833,000
+8.0%
289,556
+11.1%
0.11%
+12.5%
Q4 2021$14,666,000
+20.3%
260,589
+11.1%
0.10%
+11.6%
Q3 2021$12,196,000
+8.2%
234,490
+9.0%
0.09%
-1.1%
Q2 2021$11,269,000
+19.9%
215,097
+16.6%
0.09%
-1.1%
Q1 2021$9,395,000
+28.2%
184,471
+9.4%
0.09%
+22.2%
Q4 2020$7,331,000
+24.4%
168,676
-2.2%
0.07%
+9.1%
Q3 2020$5,895,000
+5.5%
172,422
+0.6%
0.07%
-2.9%
Q2 2020$5,586,000
+18.8%
171,448
-3.6%
0.07%0.0%
Q1 2020$4,701,000
-31.7%
177,920
+8.8%
0.07%
-8.1%
Q4 2019$6,884,000
+21.1%
163,556
+15.1%
0.07%
+8.8%
Q3 2019$5,685,000
-0.9%
142,129
-0.9%
0.07%0.0%
Q2 2019$5,734,000
+20.0%
143,349
+18.1%
0.07%
+13.3%
Q1 2019$4,777,000
+31.1%
121,429
+14.2%
0.06%
+20.0%
Q4 2018$3,645,000
+2.3%
106,296
+23.4%
0.05%
+22.0%
Q3 2018$3,562,000
+26.0%
86,117
+22.3%
0.04%
+17.1%
Q2 2018$2,828,000
-99.9%
70,407
+28.1%
0.04%
+34.6%
Q1 2018$2,125,350,000
+32.9%
54,947
+36.3%
0.03%
+36.8%
Q4 2017$1,599,104,000
+119.5%
40,300
+106.0%
0.02%
+111.1%
Q3 2017$728,601,00019,5650.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
TAIYO LIFE INSURANCE CO 880,000$34,918,00025.28%
TMD & ASSOCIATES, INC 265,059$10,518,0009.66%
Avestar Capital, LLC 114,374$4,514,0003.37%
CAPITAL WEALTH MANAGEMENT, LLC 90,491$3,591,0003.10%
Marietta Wealth Management, LLC 126,231$5,009,0002.71%
Squar Milner Financial Services LLC 41,553$1,719,0002.08%
Hefren-Tillotson, Inc. 172,398$6,840,0001.91%
Family Legacy, Inc. 42,370$1,681,0001.52%
CREATIVE FINANCIAL DESIGNS INC /ADV 53,893$2,138,0001.45%
3D ASSET MANAGEMENT, INC 139,240$5,525,0001.28%
View complete list of WISDOMTREE TR shareholders