WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 132 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |