Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 137 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$5,884,927
-4.2%
101,833
+1.2%
0.06%
-8.8%
Q1 2024$6,140,342
+2491.9%
100,628
+2337.7%
0.07%
+2166.7%
Q4 2023$236,906
+18.9%
4,128
+5.1%
0.00%0.0%
Q3 2023$199,307
-4.2%
3,9280.0%0.00%0.0%
Q2 2023$207,948
+6.4%
3,9280.0%0.00%0.0%
Q1 2023$195,379
+7.6%
3,928
+5.2%
0.00%0.0%
Q4 2022$181,596
+17.2%
3,735
+5.7%
0.00%0.0%
Q3 2022$155,000
-4.9%
3,5350.0%0.00%0.0%
Q2 2022$163,000
-29.7%
3,535
-16.5%
0.00%
-25.0%
Q1 2022$232,000
-2.5%
4,2350.0%0.00%0.0%
Q4 2021$238,000
+8.2%
4,2350.0%0.00%0.0%
Q3 2021$220,000
+38.4%
4,235
+39.5%
0.00%
+33.3%
Q2 2021$159,000
-100.0%
3,035
-69.3%
0.00%
-25.0%
Q1 2021$503,188,000
+322456.4%
9,880
+174.4%
0.00%
+33.3%
Q4 2020$156,000
+26.8%
3,6000.0%0.00%0.0%
Q3 2020$123,000
+5.1%
3,6000.0%0.00%0.0%
Q2 2020$117,000
+44.4%
3,600
+16.1%
0.00%0.0%
Q1 2020$81,000
-73.3%
3,100
-57.1%
0.00%
-66.7%
Q4 2019$303,000
+50.0%
7,220
+40.9%
0.01%
+28.6%
Q3 2019$202,000
+288.5%
5,125
+294.2%
0.01%
+250.0%
Q2 2019$52,000
-84.3%
1,300
-83.8%
0.00%
-87.5%
Q3 2018$331,000
-5.4%
8,007
-8.2%
0.02%
-23.8%
Q2 2018$350,0008,7210.02%
Other shareholders
WISDOMTREE TR shareholders Q2 2023
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