LBJ Family Wealth Advisors, Ltd. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 129 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
LBJ Family Wealth Advisors, Ltd. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2023$610
+13.4%
10,635
+0.3%
0.42%
+4.5%
Q3 2023$538
-3.9%
10,604
+0.3%
0.40%
+3.9%
Q2 2023$560
+6.7%
10,575
+0.3%
0.39%
+5.7%
Q1 2023$525
+2.7%
10,546
+0.3%
0.37%
-3.4%
Q4 2022$511
-99.9%
10,519
+0.5%
0.38%
+2.7%
Q3 2022$460,000
-4.0%
10,467
+0.4%
0.37%
+3.3%
Q2 2022$479,000
-13.1%
10,422
+0.4%
0.36%
+1.7%
Q1 2022$551,000
-7.4%
10,382
-1.9%
0.35%
+2.0%
Q4 2021$595,000
+8.4%
10,578
+0.8%
0.35%
+5.5%
Q3 2021$549,000
-0.2%
10,4940.0%0.33%
+0.3%
Q2 2021$550,000
+3.4%
10,494
+0.3%
0.33%
-2.4%
Q1 2021$532,000
+17.2%
10,463
+0.0%
0.34%
+13.2%
Q4 2020$454,000
+27.9%
10,458
+0.7%
0.30%
+10.0%
Q3 2020$355,000
+5.3%
10,385
+0.4%
0.27%
-0.7%
Q2 2020$337,000
+23.9%
10,342
+0.4%
0.27%
+3.0%
Q1 2020$272,000
-36.4%
10,305
+0.6%
0.26%
-11.1%
Q4 2019$428,000
+6.5%
10,241
+0.4%
0.30%
-2.0%
Q3 2019$402,0000.0%10,198
+0.5%
0.30%
+1.7%
Q2 2019$402,000
+1.0%
10,151
+0.3%
0.30%
+32.6%
Q1 2019$398,000
+15.0%
10,119
+0.2%
0.22%
-26.3%
Q4 2018$346,00010,0980.30%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Consolidated Planning Corp 90,984$3,954,0002.58%
PSI Advisors, LLC 82,387$3,580,0002.47%
Great Point Wealth Advisors, LLC 82,268$3,575,0001.53%
Clearwater Capital Advisors, LLC 149,576$6,501,0000.86%
ACG Wealth 112,055$4,870,0000.67%
MONEY CONCEPTS CAPITAL CORP 141,424$6,146,0000.57%
CULBERTSON A N & CO INC 53,538$2,327,0000.55%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 17,868$777,0000.52%
HC FINANCIAL ADVISORS INC 18,564$807,0000.52%
Investors Research Corp 26,380$1,146,0000.45%
View complete list of WISDOMTREE TR shareholders