Castleview Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 146 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Castleview Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,182
-4.1%
430.0%0.00%0.0%
Q2 2023$2,276
+6.4%
430.0%0.00%0.0%
Q1 2023$2,139
+2.3%
430.0%0.00%0.0%
Q4 2022$2,090
+4.5%
430.0%0.00%0.0%
Q3 2022$2,000
-99.9%
43
-17.3%
0.00%
-33.3%
Q2 2022$3,246,000
+162200.0%
52
+20.9%
0.00%
+200.0%
Q1 2022$2,000
-95.3%
43
-98.2%
0.00%
Q4 2021$43,000
+2050.0%
2,420
+5527.9%
0.00%
-100.0%
Q2 2021$2,000430.00%
Other shareholders
WISDOMTREE TR shareholders Q1 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