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 | $38,816 | -4.2% | 765 | 0.0% | 0.00% | – |
| Q2 2023 | $40,499 | +6.4% | 765 | 0.0% | 0.00% | – |
| Q1 2023 | $38,051 | +2.3% | 765 | 0.0% | 0.00% | – |
| Q4 2022 | $37,194 | +9.4% | 765 | 0.0% | 0.00% | – |
| Q3 2022 | $34,000 | -2.9% | 765 | 0.0% | 0.00% | – |
| Q2 2022 | $35,000 | -16.7% | 765 | 0.0% | 0.00% | – |
| Q1 2022 | $42,000 | -2.3% | 765 | 0.0% | 0.00% | – |
| Q4 2021 | $43,000 | +7.5% | 765 | 0.0% | 0.00% | – |
| Q3 2021 | $40,000 | 0.0% | 765 | 0.0% | 0.00% | – |
| Q2 2021 | $40,000 | +2.6% | 765 | 0.0% | 0.00% | – |
| Q1 2021 | $39,000 | -42.6% | 765 | -51.1% | 0.00% | – |
| Q4 2020 | $68,000 | +28.3% | 1,563 | 0.0% | 0.00% | – |
| Q3 2020 | $53,000 | +3.9% | 1,563 | 0.0% | 0.00% | – |
| Q2 2020 | $51,000 | +24.4% | 1,563 | 0.0% | 0.00% | – |
| Q1 2020 | $41,000 | -54.9% | 1,563 | -27.4% | 0.00% | – |
| Q4 2019 | $91,000 | +7.1% | 2,152 | 0.0% | 0.00% | – |
| Q3 2019 | $85,000 | -1.2% | 2,152 | 0.0% | 0.00% | – |
| Q2 2019 | $86,000 | -5.5% | 2,152 | -7.3% | 0.00% | -100.0% |
| Q1 2019 | $91,000 | +68.5% | 2,322 | +48.6% | 0.00% | – |
| Q4 2018 | $54,000 | -16.9% | 1,563 | 0.0% | 0.00% | – |
| Q3 2018 | $65,000 | +3.2% | 1,563 | 0.0% | 0.00% | – |
| Q2 2018 | $63,000 | +5.0% | 1,563 | 0.0% | 0.00% | – |
| Q1 2018 | $60,000 | – | 1,563 | – | 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% |