Founders Capital Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 151 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Founders Capital Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2023$58,710
+13.1%
1,0230.0%0.04%
+7.5%
Q3 2023$51,907
-4.2%
1,0230.0%0.04%
+2.6%
Q2 2023$54,158
+106092.2%
1,0230.0%0.04%0.0%
Q1 2023$511,0230.04%
Other shareholders
WISDOMTREE TR shareholders Q1 2024
NameSharesValueWeighting ↓
3D/L Capital Management, LLC 490,042$25,487,0006.12%
Great Point Wealth Advisors, LLC 332,881$17,313,0005.95%
Consolidated Planning Corp 100,915$5,249,0003.41%
PSI Advisors, LLC 81,449$4,237,0001.95%
Clearwater Capital Advisors, LLC 148,910$7,745,0000.90%
ACG Wealth 89,562$4,658,0000.61%
Oxler Private Wealth LLC 26,596$1,383,0000.61%
CULBERTSON A N & CO INC 54,595$2,839,0000.58%
HC FINANCIAL ADVISORS INC 15,150$788,0000.47%
Investors Research Corp 26,205$1,363,0000.46%
View complete list of WISDOMTREE TR shareholders