Retirement Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 120 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Retirement Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$24
+4.3%
483
+0.2%
0.01%0.0%
Q4 2022$23
-99.9%
482
-3.4%
0.01%
-38.9%
Q3 2022$22,000
-8.3%
499
-4.4%
0.02%
+80.0%
Q2 2022$24,000
-14.3%
522
+0.4%
0.01%
-9.1%
Q1 2022$28,000
-3.4%
520
+0.2%
0.01%
-15.4%
Q4 2021$29,000
+7.4%
519
+0.4%
0.01%
+8.3%
Q3 2021$27,0000.0%517
+0.4%
0.01%
-7.7%
Q2 2021$27,000
+3.8%
515
+0.4%
0.01%
+8.3%
Q1 2021$26,000
+18.2%
513
+0.2%
0.01%
+20.0%
Q4 2020$22,000
+29.4%
512
+0.6%
0.01%0.0%
Q3 2020$17,0000.0%509
+0.4%
0.01%
-9.1%
Q2 2020$17,000
-19.0%
507
+1.0%
0.01%
-21.4%
Q4 2019$21,0005020.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
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