GHP Investment Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 127 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
GHP Investment Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,310,606
-11.1%
46,992
-2.1%
0.14%
-7.9%
Q2 2023$2,599,076
-2.2%
47,989
-10.2%
0.15%
-10.1%
Q1 2023$2,656,826
-2.1%
53,414
-4.3%
0.17%
-7.7%
Q4 2022$2,712,576
+1.6%
55,791
-8.1%
0.18%
-10.7%
Q3 2022$2,669,000
-4.7%
60,692
-0.4%
0.20%
-1.4%
Q2 2022$2,801,000
-19.1%
60,930
-3.8%
0.21%
-8.8%
Q1 2022$3,464,000
-3.2%
63,357
-0.3%
0.23%
-10.2%
Q4 2021$3,577,000
+6.6%
63,561
-1.5%
0.25%
-4.5%
Q3 2021$3,356,000
-2.9%
64,517
-2.3%
0.27%
-4.7%
Q2 2021$3,458,000
+0.6%
66,005
-2.2%
0.28%
-6.7%
Q1 2021$3,439,000
+17.1%
67,516
-0.1%
0.30%
+7.2%
Q4 2020$2,936,000
+42.2%
67,568
+12.0%
0.28%
+19.7%
Q3 2020$2,064,000
+11.7%
60,355
+6.4%
0.23%
+1.7%
Q2 2020$1,848,000
+40.0%
56,721
+13.5%
0.23%
+15.7%
Q1 2020$1,320,000
-25.8%
49,964
+18.2%
0.20%
+3.7%
Q4 2019$1,779,000
+6.0%
42,274
-0.6%
0.19%
-8.6%
Q3 2019$1,678,000
+2.4%
42,538
+3.8%
0.21%
+4.5%
Q2 2019$1,639,000
+0.9%
40,975
-0.7%
0.20%
-4.3%
Q1 2019$1,624,000
+291.3%
41,272
+240.6%
0.21%
+237.1%
Q4 2018$415,00012,1170.06%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
NameSharesValueWeighting ↓
TAIYO LIFE INSURANCE CO 880,000$35,200,00017.88%
RVW Wealth, LLC 824,616$32,985,0007.86%
3D ASSET MANAGEMENT, INC 553,096$22,124,0005.39%
QUEST CAPITAL MANAGEMENT INC /ADV 489,261$19,570,0005.00%
TMD & ASSOCIATES, INC 122,905$4,916,0003.36%
CAPITAL WEALTH MANAGEMENT, LLC 72,534$2,902,0002.89%
Hefren-Tillotson, Inc. 249,490$9,980,0002.76%
Avestar Capital, LLC 74,522$2,978,0001.89%
Marietta Wealth Management, LLC 108,363$4,335,0001.69%
Orgel Wealth Management, LLC 104,594$4,184,0001.63%
View complete list of WISDOMTREE TR shareholders