Sowell Financial Services LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 130 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2021$24,000
+20.0%
4500.0%0.00%0.0%
Q4 2020$20,000
+33.3%
4500.0%0.00%0.0%
Q3 2020$15,0000.0%4500.0%0.00%0.0%
Q2 2020$15,000
+25.0%
4500.0%0.00%0.0%
Q1 2020$12,000
-33.3%
4500.0%0.00%0.0%
Q3 2019$18,000
-93.6%
450
-93.8%
0.00%
-96.9%
Q1 2019$283,000
+14.6%
7,2000.0%0.03%
-8.6%
Q4 2018$247,0007,2000.04%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
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