Mason Investment Advisory Services, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 123 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Mason Investment Advisory Services, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$1,007,495
-5.0%
17,434
+0.3%
0.06%
-15.1%
Q1 2024$1,060,284
-13.9%
17,376
-19.0%
0.07%
-19.8%
Q4 2023$1,231,073
+13.1%
21,451
-0.0%
0.09%
-9.0%
Q3 2023$1,088,456
-3.9%
21,452
+0.3%
0.10%
+2.0%
Q2 2023$1,132,576
+6.8%
21,394
+0.4%
0.10%
+1.0%
Q1 2023$1,060,276
+2.6%
21,316
+0.3%
0.10%
-7.6%
Q4 2022$1,033,776
+11.1%
21,262
+0.5%
0.10%
-1.9%
Q3 2022$930,598
-3.9%
21,160
+0.4%
0.11%
+7.0%
Q2 2022$968,424
-15.6%
21,066
+0.4%
0.10%
+1.0%
Q1 2022$1,147,349
-2.6%
20,983
+0.3%
0.10%
+2.1%
Q4 2021$1,177,884
+63.3%
20,929
+50.9%
0.10%
+31.1%
Q3 2021$721,497
-0.2%
13,872
+0.5%
0.07%
+1.4%
Q2 2021$722,880
-16.8%
13,798
-19.1%
0.07%
-19.8%
Q1 2021$868,762
+17.3%
17,058
+0.1%
0.09%
+2.2%
Q4 2020$740,905
+25.5%
17,048
-1.3%
0.09%
+4.7%
Q3 2020$590,476
+5.4%
17,270
+0.4%
0.08%
+2.4%
Q2 2020$560,387
+29.4%
17,200
+4.9%
0.08%
+13.7%
Q1 2020$433,097
-38.7%
16,393
-2.3%
0.07%
-29.8%
Q4 2019$706,220
+7.2%
16,779
+0.4%
0.10%
-1.9%
Q3 2019$658,958
-0.6%
16,708
+0.8%
0.11%
-3.6%
Q2 2019$663,211
+1.9%
16,580
+0.2%
0.11%
-38.9%
Q1 2019$650,95816,5470.18%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
NameSharesValueWeighting ↓
3D/L Capital Management, LLC 488,885$25,613,0006.12%
Great Point Wealth Advisors, LLC 270,524$14,173,0004.94%
Consolidated Planning Corp 93,288$4,887,0003.62%
PSI Advisors, LLC 78,688$4,122,0002.17%
Clearwater Capital Advisors, LLC 143,348$7,510,0000.87%
ACG Wealth 91,917$4,816,0000.61%
CULBERTSON A N & CO INC 49,996$2,619,0000.55%
Oxler Private Wealth LLC 21,776$1,140,0000.50%
Investors Research Corp 26,306$1,378,0000.48%
HC FINANCIAL ADVISORS INC 15,468$810,0000.47%
View complete list of WISDOMTREE TR shareholders