Stratos Wealth Partners, LTD. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 120 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
Stratos Wealth Partners, LTD. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$345,316
-6.1%
6,805
-2.1%
0.01%
-12.5%
Q2 2023$367,880
-98.0%
6,948
-98.2%
0.01%
-98.3%
Q4 2022$18,827,878
+10.9%
387,245
+0.3%
0.48%
+0.4%
Q3 2022$16,981,000
+5695.6%
386,113
+5962.4%
0.47%
+6671.4%
Q2 2022$293,000
-53.9%
6,369
-45.2%
0.01%
-50.0%
Q1 2022$636,000
-18.5%
11,623
-16.2%
0.01%
-17.6%
Q4 2021$780,000
+0.1%
13,864
-7.4%
0.02%
-15.0%
Q3 2021$779,000
-2.7%
14,975
-2.0%
0.02%0.0%
Q2 2021$801,000
+16.1%
15,288
+12.8%
0.02%
+5.3%
Q1 2021$690,000
+17.5%
13,554
+0.4%
0.02%
+11.8%
Q4 2020$587,000
+17.9%
13,504
-7.2%
0.02%
+6.2%
Q3 2020$498,000
-14.6%
14,552
-18.7%
0.02%
-23.8%
Q2 2020$583,000
+17.8%
17,904
-4.3%
0.02%
-8.7%
Q1 2020$495,000
-51.9%
18,717
-23.5%
0.02%
-42.5%
Q4 2019$1,030,000
+15.3%
24,476
+8.1%
0.04%
+2.6%
Q3 2019$893,000
+5.8%
22,651
+7.3%
0.04%
+5.4%
Q2 2019$844,000
+18.0%
21,111
+16.2%
0.04%
+15.6%
Q1 2019$715,000
+18.6%
18,170
+3.4%
0.03%
+3.2%
Q4 2018$603,000
+7.3%
17,573
+29.2%
0.03%
+24.0%
Q3 2018$562,000
+30.1%
13,598
+26.6%
0.02%
+31.6%
Q2 2018$432,000
+93.7%
10,744
+86.2%
0.02%
+111.1%
Q1 2018$223,000
+16.8%
5,769
+20.1%
0.01%0.0%
Q4 2017$191,000
-25.1%
4,804
-32.6%
0.01%
-30.8%
Q2 2017$255,000
+1.6%
7,1250.0%0.01%
-7.1%
Q1 2017$251,000
+21.3%
7,125
+227.4%
0.01%
-48.1%
Q2 2015$207,000
-10.8%
2,176
-8.8%
0.03%
-3.6%
Q1 2015$232,0002,3860.03%
Other shareholders
WISDOMTREE TR shareholders Q3 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