WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 132 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $24,235,461 | -5.6% | 477,640 | -1.5% | 0.00% | -33.3% |
Q2 2023 | $25,675,895 | -7.0% | 484,999 | -12.7% | 0.00% | 0.0% |
Q1 2023 | $27,619,439 | +19.5% | 555,276 | +16.9% | 0.00% | 0.0% |
Q4 2022 | $23,104,127 | +10.8% | 475,198 | +0.2% | 0.00% | 0.0% |
Q3 2022 | $20,852,000 | -23.9% | 474,123 | -20.5% | 0.00% | -25.0% |
Q2 2022 | $27,405,000 | -24.9% | 596,156 | -10.7% | 0.00% | -20.0% |
Q1 2022 | $36,491,000 | +0.4% | 667,349 | +3.3% | 0.01% | +25.0% |
Q4 2021 | $36,359,000 | +7.9% | 646,038 | -0.3% | 0.00% | -20.0% |
Q3 2021 | $33,699,000 | +0.6% | 647,930 | +1.3% | 0.01% | +25.0% |
Q2 2021 | $33,501,000 | +5.0% | 639,448 | +2.0% | 0.00% | -20.0% |
Q1 2021 | $31,919,000 | +19.6% | 626,723 | +2.0% | 0.01% | +25.0% |
Q4 2020 | $26,697,000 | +26.9% | 614,278 | -0.2% | 0.00% | 0.0% |
Q3 2020 | $21,041,000 | -21.0% | 615,428 | -24.7% | 0.00% | -33.3% |
Q2 2020 | $26,622,000 | -30.1% | 817,135 | -43.3% | 0.01% | -40.0% |
Q1 2020 | $38,060,000 | -51.3% | 1,440,580 | -22.5% | 0.01% | -44.4% |
Q4 2019 | $78,212,000 | -0.2% | 1,858,214 | -6.5% | 0.02% | -14.3% |
Q3 2019 | $78,355,000 | -2.6% | 1,986,679 | -1.3% | 0.02% | 0.0% |
Q2 2019 | $80,486,000 | -3.9% | 2,012,160 | -5.5% | 0.02% | -12.5% |
Q1 2019 | $83,743,000 | +14.3% | 2,128,699 | -0.4% | 0.02% | +9.1% |
Q4 2018 | $73,288,000 | -22.0% | 2,137,286 | -6.0% | 0.02% | -8.3% |
Q3 2018 | $94,017,000 | +3.0% | 2,273,159 | +0.1% | 0.02% | -4.0% |
Q2 2018 | $91,247,000 | +5.0% | 2,271,499 | +1.1% | 0.02% | +4.2% |
Q1 2018 | $86,910,000 | -7.2% | 2,246,871 | -4.8% | 0.02% | -7.7% |
Q4 2017 | $93,653,000 | +23.0% | 2,360,234 | +15.4% | 0.03% | +13.0% |
Q3 2017 | $76,141,000 | +7.3% | 2,044,618 | +3.1% | 0.02% | +9.5% |
Q2 2017 | $70,964,000 | -45.9% | 1,982,231 | -46.7% | 0.02% | +5.0% |
Q1 2017 | $131,212,000 | +5.6% | 3,720,222 | +207.4% | 0.02% | 0.0% |
Q4 2016 | $124,260,000 | +112.1% | 1,210,276 | +97.6% | 0.02% | 0.0% |
Q3 2016 | $58,595,000 | +4.2% | 612,473 | -0.6% | 0.02% | 0.0% |
Q2 2016 | $56,256,000 | +2.4% | 616,169 | +1.1% | 0.02% | -4.8% |
Q1 2016 | $54,937,000 | +5.5% | 609,729 | +2.0% | 0.02% | +10.5% |
Q4 2015 | $52,096,000 | -11.8% | 597,845 | -13.0% | 0.02% | -13.6% |
Q3 2015 | $59,070,000 | -12.2% | 687,491 | -2.9% | 0.02% | -4.3% |
Q2 2015 | $67,301,000 | +2.5% | 708,363 | +4.2% | 0.02% | -4.2% |
Q1 2015 | $65,633,000 | +44.0% | 679,987 | +38.2% | 0.02% | +41.2% |
Q4 2014 | $45,591,000 | +51.9% | 492,082 | +43.6% | 0.02% | +41.7% |
Q3 2014 | $30,004,000 | +39.5% | 342,789 | +47.3% | 0.01% | +50.0% |
Q2 2014 | $21,515,000 | +24.6% | 232,713 | +19.7% | 0.01% | +14.3% |
Q1 2014 | $17,274,000 | +49.0% | 194,409 | +45.1% | 0.01% | +40.0% |
Q4 2013 | $11,594,000 | +58.2% | 134,025 | +44.1% | 0.01% | +66.7% |
Q3 2013 | $7,330,000 | +29.2% | 93,029 | +18.0% | 0.00% | 0.0% |
Q2 2013 | $5,672,000 | – | 78,805 | – | 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% |