Sugarloaf Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 135 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Sugarloaf Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$38,043
-4.2%
7500.0%0.01%
+11.1%
Q2 2023$39,693
+6.4%
750
+0.1%
0.01%0.0%
Q1 2023$37,293
+2.3%
749
-0.1%
0.01%0.0%
Q4 2022$36,454
+10.5%
7500.0%0.01%
+12.5%
Q3 2022$33,000
-13.2%
750
-9.3%
0.01%
-20.0%
Q2 2022$38,000
-15.6%
8270.0%0.01%
-9.1%
Q1 2022$45,000
-4.3%
8270.0%0.01%0.0%
Q4 2021$47,000
+9.3%
8270.0%0.01%0.0%
Q3 2021$43,0000.0%8270.0%0.01%
-8.3%
Q2 2021$43,000
+2.4%
8270.0%0.01%
-7.7%
Q1 2021$42,000
+16.7%
8270.0%0.01%
+8.3%
Q4 2020$36,000
+28.6%
8270.0%0.01%
+20.0%
Q3 2020$28,000
+3.7%
8270.0%0.01%0.0%
Q2 2020$27,000
+22.7%
8270.0%0.01%0.0%
Q1 2020$22,000
-37.1%
8270.0%0.01%
-33.3%
Q4 2019$35,0008270.02%
Other shareholders
WISDOMTREE TR shareholders Q2 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