ACG Wealth - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 135 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
ACG Wealth ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$3,812,000
-0.4%
86,665
+4.0%
0.87%
+11.5%
Q2 2022$3,829,000
-15.5%
83,295
+0.6%
0.78%
-8.6%
Q1 2022$4,529,000
-9.3%
82,829
-6.6%
0.86%
+20.7%
Q4 2021$4,991,000
+7.1%
88,681
-1.0%
0.71%
+15.8%
Q3 2021$4,658,000
-3.3%
89,562
-2.6%
0.61%
+0.2%
Q2 2021$4,816,000
-12.1%
91,917
-14.5%
0.61%
-16.0%
Q1 2021$5,477,000
+12.5%
107,545
-4.0%
0.73%
+8.0%
Q4 2020$4,870,000
-6.0%
112,055
-26.0%
0.67%
-13.8%
Q3 2020$5,180,000
-13.1%
151,495
-17.2%
0.78%
-19.7%
Q2 2020$5,961,000
+36.8%
182,972
+10.9%
0.97%
+19.7%
Q1 2020$4,359,000
-42.1%
165,000
-7.8%
0.81%
-27.5%
Q4 2019$7,529,000
-17.7%
178,869
-22.9%
1.12%
-17.0%
Q3 2019$9,145,000
-1.8%
231,884
-0.4%
1.35%
+8.0%
Q2 2019$9,308,000
+269.7%
232,707
+263.6%
1.25%
+270.6%
Q1 2019$2,518,000
+9.8%
63,999
-4.3%
0.34%
-4.3%
Q4 2018$2,294,000
-18.9%
66,903
-2.2%
0.35%
-6.1%
Q3 2018$2,829,000
+491.8%
68,406
+467.7%
0.38%
+428.2%
Q4 2017$478,00012,0500.07%
Other shareholders
WISDOMTREE TR shareholders Q2 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