Relative Value Partners Group, LLC - 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
Relative Value Partners Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$1,442,239
-46.7%
27,243
-49.9%
0.09%
+1.1%
Q1 2023$2,706,198
+104.8%
54,406
+100.2%
0.09%
-1.1%
Q4 2022$1,321,285
+10.8%
27,176
+0.2%
0.09%
-5.1%
Q3 2022$1,193,000
-12.1%
27,123
+0.2%
0.10%
-3.9%
Q2 2022$1,357,000
-0.9%
27,077
+8.2%
0.10%
+7.4%
Q1 2022$1,369,000
-2.8%
25,036
+0.1%
0.10%
-5.0%
Q4 2021$1,408,000
+33.8%
25,010
+23.7%
0.10%
+26.6%
Q3 2021$1,052,000
+65.4%
20,225
+66.7%
0.08%
+61.2%
Q2 2021$636,000
+92.7%
12,136
+87.2%
0.05%
+75.0%
Q1 2021$330,0006,4840.03%
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