WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 5 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 | 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% |