LPL Financial LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 146 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$5,918,196
-2.9%
116,638
+1.3%
0.00%0.0%
Q2 2023$6,097,249
+1.4%
115,173
-4.8%
0.00%
-20.0%
Q1 2023$6,015,258
+18.8%
120,934
+16.1%
0.01%
+25.0%
Q4 2022$5,065,125
+15.6%
104,178
+4.6%
0.00%0.0%
Q3 2022$4,380,000
-24.9%
99,580
-21.5%
0.00%
-33.3%
Q2 2022$5,834,000
-83.4%
126,916
-80.3%
0.01%
-80.0%
Q1 2022$35,231,000
-6.2%
644,318
-3.4%
0.03%
-6.2%
Q4 2021$37,542,000
+409.7%
667,059
+371.0%
0.03%
+357.1%
Q3 2021$7,366,000
+7.4%
141,636
+8.2%
0.01%0.0%
Q2 2021$6,859,000
+11.3%
130,915
+8.2%
0.01%0.0%
Q1 2021$6,161,000
+11.0%
120,973
-5.3%
0.01%0.0%
Q4 2020$5,552,000
+32.3%
127,758
+4.1%
0.01%0.0%
Q3 2020$4,195,000
-2.6%
122,708
-7.2%
0.01%
-12.5%
Q2 2020$4,308,000
+36.6%
132,242
+10.8%
0.01%
+14.3%
Q1 2020$3,153,000
-45.1%
119,348
-12.6%
0.01%
-30.0%
Q4 2019$5,748,000
+11.5%
136,567
+4.5%
0.01%0.0%
Q3 2019$5,155,000
-6.2%
130,703
-4.9%
0.01%
-16.7%
Q2 2019$5,497,000
-9.9%
137,437
-11.4%
0.01%
-14.3%
Q1 2019$6,103,000
+16.0%
155,136
+1.1%
0.01%0.0%
Q4 2018$5,260,000
-15.1%
153,391
+2.4%
0.01%
-6.7%
Q3 2018$6,195,000
+9.3%
149,784
+6.2%
0.02%0.0%
Q2 2018$5,668,000
-18.9%
141,094
-21.9%
0.02%
-21.1%
Q1 2018$6,988,000
+9.4%
180,671
+12.2%
0.02%0.0%
Q4 2017$6,389,000
+27.2%
161,021
+19.3%
0.02%
+5.6%
Q3 2017$5,024,000
+5.3%
134,917
+1.2%
0.02%0.0%
Q2 2017$4,772,000
-10.1%
133,304
-12.4%
0.02%
-50.0%
Q1 2017$5,306,000
-19.7%
152,115
+138.0%
0.04%
-28.0%
Q4 2016$6,605,000
+26.5%
63,905
+16.1%
0.05%0.0%
Q3 2016$5,221,000
+17.3%
55,064
+11.9%
0.05%
+31.6%
Q2 2016$4,450,000
-55.5%
49,188
-56.6%
0.04%
+35.7%
Q1 2016$9,991,000
-36.6%
113,207
-38.2%
0.03%
-36.4%
Q4 2015$15,768,000
+100.3%
183,262
+107.1%
0.04%
+2.3%
Q3 2015$7,872,000
-49.3%
88,483
-46.2%
0.04%
-45.6%
Q2 2015$15,533,000
-0.3%
164,495
+1.7%
0.08%
-1.2%
Q1 2015$15,573,000
+4.2%
161,819
+0.3%
0.08%
-2.4%
Q4 2014$14,940,000
+0.2%
161,256
-6.6%
0.08%
-7.9%
Q3 2014$14,914,000
-10.6%
172,711
-4.3%
0.09%
-8.2%
Q2 2014$16,680,000
-8.0%
180,427
-11.6%
0.10%
-12.6%
Q1 2014$18,126,000
+21.7%
203,996
+18.4%
0.11%
+19.4%
Q4 2013$14,899,000
+12.9%
172,241
+4.8%
0.09%
+5.7%
Q3 2013$13,191,000
+14.9%
164,370
+3.1%
0.09%
+7.3%
Q2 2013$11,476,000159,4590.08%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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