WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 127 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,552,833 | -14.0% | 562,728 | -10.3% | 0.05% | -12.7% |
| Q2 2023 | $33,204,294 | +2.6% | 627,206 | -3.6% | 0.06% | -1.8% |
| Q1 2023 | $32,368,823 | -0.3% | 650,760 | -2.6% | 0.06% | -1.8% |
| Q4 2022 | $32,477,537 | +10.3% | 667,987 | -0.2% | 0.06% | +1.8% |
| Q3 2022 | $29,432,000 | -9.8% | 669,216 | -5.7% | 0.06% | -6.7% |
| Q2 2022 | $32,638,000 | -20.9% | 709,973 | -5.9% | 0.06% | -7.7% |
| Q1 2022 | $41,278,000 | -5.1% | 754,886 | -2.3% | 0.06% | -1.5% |
| Q4 2021 | $43,500,000 | +5.6% | 772,927 | -2.4% | 0.07% | -2.9% |
| Q3 2021 | $41,199,000 | -17.4% | 792,129 | -16.8% | 0.07% | -17.1% |
| Q2 2021 | $49,879,000 | -15.1% | 952,074 | -17.5% | 0.08% | -19.6% |
| Q1 2021 | $58,763,000 | +6.7% | 1,153,803 | -9.0% | 0.10% | -2.9% |
| Q4 2020 | $55,080,000 | +9.7% | 1,267,369 | -13.7% | 0.10% | -4.5% |
| Q3 2020 | $50,231,000 | -9.5% | 1,469,203 | -13.7% | 0.11% | -12.0% |
| Q2 2020 | $55,484,000 | +13.1% | 1,703,013 | -8.3% | 0.12% | -3.1% |
| Q1 2020 | $49,064,000 | -43.4% | 1,857,101 | -9.9% | 0.13% | -26.7% |
| Q4 2019 | $86,752,000 | – | 2,061,096 | – | 0.18% | – |
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% |