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 ↓
3D/L Capital Management, LLC 458,973$22,315,2826.00%
Great Point Wealth Advisors, LLC 206,071$10,019,1703.36%
THEORY FINANCIAL LLC 69,922$3,399,6082.25%
Consolidated Planning Corp 112,442$5,466,9531.51%
Oxler Private Wealth LLC 38,566$1,875,0801.01%
Clearwater Capital Advisors, LLC 155,288$7,550,1030.98%
Breakwater Capital Group 26,266$1,277,0530.67%
Aurora Private Wealth, Inc. 11,884$5780.66%
CULBERTSON A N & CO INC 50,222$2,441,7740.51%
Stratos Wealth Partners, LTD. 387,245$18,827,8780.48%
View complete list of WISDOMTREE TR shareholders