IFP Advisors, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 135 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$990
-99.9%
24,662
-1.3%
0.03%0.0%
Q3 2022$1,001,000
+1.8%
24,977
+1.8%
0.03%
-16.1%
Q2 2022$983,0000.0%24,5270.0%0.03%
+158.3%
Q1 2022$983,00024,5270.01%
Q2 2021$000.00%
Q1 2021$000.00%
Q4 2020$000.00%
Q3 2020$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q2 2020$97,000
-4.9%
3,012
-17.8%
0.01%
-20.0%
Q1 2020$102,000
-43.6%
3,665
-14.1%
0.01%
-28.6%
Q4 2019$181,000
+4.0%
4,267
-3.6%
0.01%
+16.7%
Q3 2019$174,000
-50.6%
4,426
-50.9%
0.01%
-75.0%
Q1 2019$352,000
+13.2%
9,009
-1.6%
0.05%
+152.6%
Q4 2018$311,000
-24.1%
9,157
-7.7%
0.02%
+11.8%
Q3 2018$410,000
+52.4%
9,925
+48.2%
0.02%
+54.5%
Q2 2018$269,000
+6.7%
6,699
+5.3%
0.01%0.0%
Q1 2018$252,0000.0%6,3590.0%0.01%0.0%
Q4 2017$252,000
+29.2%
6,359
+21.4%
0.01%
+37.5%
Q3 2017$195,0000.0%5,238
-3.7%
0.01%0.0%
Q2 2017$195,000
-77.1%
5,439
-77.4%
0.01%
-78.4%
Q1 2017$850,000
+9.0%
24,086
+216.9%
0.04%
-2.6%
Q4 2016$780,000
+8.0%
7,601
+0.8%
0.04%0.0%
Q3 2016$722,000
+1.7%
7,544
-3.0%
0.04%
-5.0%
Q2 2016$710,000
+101.7%
7,775
-13.7%
0.04%
-16.7%
Q1 2016$352,000
-52.4%
9,009
+6.0%
0.05%
-4.0%
Q4 2015$740,0008,4970.05%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
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