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 ↓
3D/L Capital Management, LLC 451,300$19,848,0005.89%
Great Point Wealth Advisors, LLC 230,233$10,126,0003.78%
PSI Advisors, LLC 68,943$3,032,0001.59%
Consolidated Planning Corp 111,218$4,891,0001.53%
Oxler Private Wealth LLC 38,776$1,705,425,0000.95%
Clearwater Capital Advisors, LLC 153,516$6,752,0000.93%
ACG Wealth 86,665$3,812,0000.87%
CULBERTSON A N & CO INC 50,521$2,221,0000.52%
Stratos Wealth Partners, LTD. 386,113$16,981,0000.47%
LBJ Family Wealth Advisors, Ltd. 10,467$460,0000.37%
View complete list of WISDOMTREE TR shareholders