Centric Wealth Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 127 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Centric Wealth Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$362,604
-4.4%
7,146
+0.3%
0.15%0.0%
Q2 2023$379,427
+6.9%
7,125
-0.1%
0.15%
-1.9%
Q1 2023$354,895
+2.5%
7,135
+0.2%
0.15%
-12.0%
Q4 2022$346,117
+10.9%
7,119
+0.4%
0.18%
+41.1%
Q3 2022$312,000
-21.4%
7,089
-17.9%
0.12%
-15.1%
Q2 2022$397,000
-16.4%
8,638
-0.6%
0.15%
-2.7%
Q1 2022$475,000
-2.7%
8,686
+0.2%
0.15%
-6.8%
Q4 2021$488,000
+8.4%
8,667
+0.2%
0.16%
-3.0%
Q3 2021$450,000
-11.9%
8,654
-11.3%
0.17%
-6.2%
Q2 2021$511,000
+3.0%
9,757
+0.3%
0.18%
+24.6%
Q1 2021$496,000
+17.0%
9,731
-0.3%
0.14%
+7.6%
Q4 2020$424,000
-24.2%
9,756
-33.4%
0.13%
-68.6%
Q3 2020$559,000
+51.9%
14,649
+29.6%
0.42%
+118.1%
Q2 2020$368,000
-34.2%
11,300
-22.9%
0.19%
-54.2%
Q1 2020$559,0000.0%14,6490.0%0.42%0.0%
Q3 2019$559,000
-6.4%
14,649
-1.8%
0.42%
-19.2%
Q2 2019$597,000
+2.1%
14,915
+0.4%
0.52%
-3.7%
Q1 2019$585,000
+14.7%
14,8610.0%0.54%
+20.5%
Q4 2018$510,00014,8610.45%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
3D/L Capital Management, LLC 369,398$18,743,2686.09%
WIN ADVISORS, INC 227,807$11,558,9385.66%
Lauer Wealth, LLC 89,570$4,468,6654.82%
Great Point Wealth Advisors, LLC 177,990$9,031,2152.71%
THEORY FINANCIAL LLC 70,118$3,557,7872.09%
Consolidated Planning Corp 137,057$6,954,2931.54%
Breakwater Capital Group 66,189$3,177,0721.09%
Clearwater Capital Advisors, LLC 147,783$7,498,5100.92%
Team Financial Group, LLC 17,810$903,6950.75%
Aurora Private Wealth, Inc. 11,999$6090.67%
View complete list of WISDOMTREE TR shareholders