WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 115 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $563,058 | +2.5% | 11,320 | +0.2% | 0.38% | -2.6% |
| Q4 2022 | $549,407 | +10.5% | 11,300 | 0.0% | 0.39% | +10.9% |
| Q3 2022 | $497,000 | -5.0% | 11,300 | -0.7% | 0.35% | +1.2% |
| Q2 2022 | $523,000 | -15.9% | 11,380 | 0.0% | 0.34% | +1.2% |
| Q1 2022 | $622,000 | -2.8% | 11,380 | 0.0% | 0.34% | -0.3% |
| Q4 2021 | $640,000 | +5.8% | 11,380 | -2.1% | 0.34% | -1.7% |
| Q3 2021 | $605,000 | +10.6% | 11,630 | -27.3% | 0.35% | -23.9% |
| Q3 2020 | $547,000 | +4.0% | 16,006 | -0.9% | 0.46% | -3.6% |
| Q2 2020 | $526,000 | +23.2% | 16,156 | 0.0% | 0.47% | -3.3% |
| Q1 2020 | $427,000 | -37.4% | 16,156 | -0.3% | 0.49% | -18.5% |
| Q4 2019 | $682,000 | +6.7% | 16,206 | 0.0% | 0.60% | -0.3% |
| Q3 2019 | $639,000 | +0.5% | 16,206 | +1.9% | 0.60% | -0.8% |
| Q2 2019 | $636,000 | +1.1% | 15,906 | +5.0% | 0.61% | -6.2% |
| Q2 2018 | $629,000 | +7.3% | 15,146 | 0.0% | 0.65% | -16.3% |
| Q1 2018 | $586,000 | – | 15,146 | – | 0.77% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TAIYO LIFE INSURANCE CO | 880,000 | $34,918,000 | 25.28% |
| TMD & ASSOCIATES, INC | 265,059 | $10,518,000 | 9.66% |
| Avestar Capital, LLC | 114,374 | $4,514,000 | 3.37% |
| CAPITAL WEALTH MANAGEMENT, LLC | 90,491 | $3,591,000 | 3.10% |
| Marietta Wealth Management, LLC | 126,231 | $5,009,000 | 2.71% |
| Squar Milner Financial Services LLC | 41,553 | $1,719,000 | 2.08% |
| Hefren-Tillotson, Inc. | 172,398 | $6,840,000 | 1.91% |
| Family Legacy, Inc. | 42,370 | $1,681,000 | 1.52% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 53,893 | $2,138,000 | 1.45% |
| 3D ASSET MANAGEMENT, INC | 139,240 | $5,525,000 | 1.28% |