Cornerstone Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 132 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Cornerstone Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$283,591
-5.3%
4,907
+0.0%
0.02%
-8.3%
Q1 2024$299,309
+6.4%
4,905
+0.0%
0.02%0.0%
Q4 2023$281,397
+13.2%
4,903
+0.0%
0.02%
+4.3%
Q3 2023$248,660
-4.1%
4,901
+0.1%
0.02%0.0%
Q2 2023$259,320
+6.5%
4,898
+0.0%
0.02%
-4.2%
Q1 2023$243,529
+8.2%
4,896
-4.3%
0.02%
-4.0%
Q3 2022$225,000
-4.3%
5,114
+0.1%
0.02%
-3.8%
Q2 2022$235,000
-16.7%
5,111
-0.9%
0.03%
-3.7%
Q1 2022$282,000
-6.6%
5,159
-3.0%
0.03%
-6.9%
Q4 2021$302,000
+3.1%
5,318
-5.6%
0.03%
-6.5%
Q3 2021$293,000
-5.8%
5,635
-5.0%
0.03%
-6.1%
Q2 2021$311,000
+5.8%
5,931
+2.8%
0.03%
-5.7%
Q1 2021$294,000
+16.2%
5,767
-0.9%
0.04%
+9.4%
Q4 2020$253,000
+18.2%
5,817
+14.6%
0.03%
-8.6%
Q4 2019$214,000
-67.0%
5,077
+32.9%
0.04%
-55.7%
Q1 2019$649,000
-52.1%
3,819
-92.5%
0.08%
+364.7%
Q3 2018$1,354,000
-48.7%
50,658
-52.3%
0.02%
-43.3%
Q2 2018$2,640,000106,1180.03%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
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