AVANTAX ADVISORY SERVICES, INC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 120 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$268,214
+4.1%
5,286
+8.7%
0.00%0.0%
Q2 2023$257,538
+7.4%
4,865
+0.9%
0.00%0.0%
Q1 2023$239,871
-3.3%
4,822
-5.5%
0.00%0.0%
Q4 2022$248,016
+10.7%
5,101
+0.3%
0.00%0.0%
Q3 2022$224,000
-3.9%
5,084
+0.4%
0.00%
-25.0%
Q2 2022$233,000
-15.9%
5,064
+0.4%
0.00%0.0%
Q1 2022$277,000
+3.4%
5,046
+5.9%
0.00%0.0%
Q4 2021$268,000
+12.1%
4,764
+3.9%
0.00%0.0%
Q3 2021$239,0000.0%4,586
+0.3%
0.00%0.0%
Q2 2021$239,000
-4.8%
4,571
-7.7%
0.00%
-20.0%
Q1 2021$251,000
-0.4%
4,951
-14.3%
0.01%
-16.7%
Q4 2020$252,000
-80.2%
5,777
-84.5%
0.01%
-70.0%
Q3 2020$1,274,000
+106.8%
37,289
+97.6%
0.02%
+11.1%
Q2 2020$616,000
+31.9%
18,872
+7.2%
0.02%
+28.6%
Q1 2020$467,000
-44.4%
17,600
-11.6%
0.01%
-26.3%
Q4 2019$840,00019,9170.02%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
NameSharesValueWeighting ↓
3D/L Capital Management, LLC 458,973$22,315,2826.00%
Great Point Wealth Advisors, LLC 206,071$10,019,1703.36%
THEORY FINANCIAL LLC 69,922$3,399,6082.25%
Consolidated Planning Corp 112,442$5,466,9531.51%
Oxler Private Wealth LLC 38,566$1,875,0801.01%
Clearwater Capital Advisors, LLC 155,288$7,550,1030.98%
Breakwater Capital Group 26,266$1,277,0530.67%
Aurora Private Wealth, Inc. 11,884$5780.66%
CULBERTSON A N & CO INC 50,222$2,441,7740.51%
Stratos Wealth Partners, LTD. 387,245$18,827,8780.48%
View complete list of WISDOMTREE TR shareholders