West Oak Capital, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 132 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
West Oak Capital, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2015$3,325,000350.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
3D/L Capital Management, LLC 369,398$18,743,2686.09%
WIN ADVISORS, INC 227,807$11,558,9385.66%
Lauer Wealth, LLC 89,570$4,468,6654.82%
Great Point Wealth Advisors, LLC 177,990$9,031,2152.71%
THEORY FINANCIAL LLC 70,118$3,557,7872.09%
Consolidated Planning Corp 137,057$6,954,2931.54%
Breakwater Capital Group 66,189$3,177,0721.09%
Clearwater Capital Advisors, LLC 147,783$7,498,5100.92%
Team Financial Group, LLC 17,810$903,6950.75%
Aurora Private Wealth, Inc. 11,999$6090.67%
View complete list of WISDOMTREE TR shareholders