Per Stirling Capital Management, LLC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 131 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Per Stirling Capital Management, LLC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$535,700
-4.1%
10,558
+0.0%
0.11%
-2.6%
Q2 2023$558,823
+5.5%
10,556
-0.9%
0.11%0.0%
Q1 2023$529,918
-6.6%
10,654
-8.7%
0.11%
+10.7%
Q4 2022$567,60611,6740.10%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
3D/L Capital Management, LLC 369,398$18,743,2686.09%
WIN ADVISORS, INC 227,807$11,558,9385.66%
Lauer Wealth, LLC 89,570$4,468,6654.82%
Great Point Wealth Advisors, LLC 177,990$9,031,2152.71%
THEORY FINANCIAL LLC 70,118$3,557,7872.09%
Consolidated Planning Corp 137,057$6,954,2931.54%
Breakwater Capital Group 66,189$3,177,0721.09%
Clearwater Capital Advisors, LLC 147,783$7,498,5100.92%
Team Financial Group, LLC 17,810$903,6950.75%
Aurora Private Wealth, Inc. 11,999$6090.67%
View complete list of WISDOMTREE TR shareholders