Creative Planning - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 122 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Creative Planning ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$653,316
-5.5%
11,305
-0.2%
0.00%0.0%
Q1 2024$691,357
+82.8%
11,330
+71.9%
0.00%0.0%
Q4 2023$378,258
+29.2%
6,591
+14.2%
0.00%
Q3 2023$292,770
-16.7%
5,770
-13.1%
0.00%
Q2 2023$351,521
+6.4%
6,6400.0%0.00%
Q1 2023$330,273
+2.3%
6,6400.0%0.00%
Q4 2022$322,837
+10.6%
6,6400.0%0.00%
-100.0%
Q3 2022$292,000
+7.7%
6,640
+12.6%
0.00%
Q2 2022$271,000
-60.0%
5,899
-52.3%
0.00%
-100.0%
Q1 2022$677,000
+2.0%
12,376
+5.0%
0.00%0.0%
Q4 2021$664,000
+6.8%
11,790
-1.5%
0.00%0.0%
Q3 2021$622,000
+117.5%
11,968
+119.2%
0.00%0.0%
Q2 2021$286,000
-54.4%
5,459
-55.6%
0.00%0.0%
Q1 2021$627,000
+24.9%
12,306
+6.5%
0.00%0.0%
Q4 2020$502,000
+27.7%
11,559
+0.5%
0.00%0.0%
Q3 2020$393,000
+40.4%
11,507
+33.7%
0.00%0.0%
Q2 2020$280,000
+400.0%
8,606
+445.4%
0.00%
Q2 2017$56,000
+7.7%
1,578
+6.9%
0.00%
Q1 2017$52,000
+8.3%
1,476
+214.7%
0.00%
Q4 2016$48,000
+1100.0%
469
+1043.9%
0.00%
Q3 2016$4,000
-93.9%
41
-94.0%
0.00%
-100.0%
Q1 2015$66,000
+15.8%
684
+6.9%
0.00%0.0%
Q1 2014$57,000
+1800.0%
640
+1500.0%
0.00%
Q4 2013$3,000400.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
3D/L Capital Management, LLC 490,042$25,487,0006.12%
Great Point Wealth Advisors, LLC 332,881$17,313,0005.95%
Consolidated Planning Corp 100,915$5,249,0003.41%
PSI Advisors, LLC 81,449$4,237,0001.95%
Clearwater Capital Advisors, LLC 148,910$7,745,0000.90%
ACG Wealth 89,562$4,658,0000.61%
Oxler Private Wealth LLC 26,596$1,383,0000.61%
CULBERTSON A N & CO INC 54,595$2,839,0000.58%
HC FINANCIAL ADVISORS INC 15,150$788,0000.47%
Investors Research Corp 26,205$1,363,0000.46%
View complete list of WISDOMTREE TR shareholders