Laurel Wealth Advisors LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 132 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Laurel Wealth Advisors LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$351,595
-8.3%
6,084
-3.2%
0.06%
-6.2%
Q1 2024$383,450
+6.3%
6,2840.0%0.06%
-4.4%
Q4 2023$360,639
+13.1%
6,2840.0%0.07%
+1.5%
Q3 2023$318,851
-7.1%
6,284
-3.1%
0.07%
-2.9%
Q2 2023$343,263
+6.4%
6,4840.0%0.07%
+1.5%
Q1 2023$322,515
+2.3%
6,4840.0%0.07%
-4.2%
Q4 2022$315,253
-4.2%
6,484
-13.4%
0.07%
-13.4%
Q3 2022$329,000
-13.6%
7,484
-9.7%
0.08%
-10.9%
Q2 2022$381,000
-16.8%
8,284
-1.2%
0.09%
-4.2%
Q1 2022$458,000
-3.0%
8,3840.0%0.10%
-1.0%
Q4 2021$472,000
+8.3%
8,3840.0%0.10%
+1.0%
Q3 2021$436,000
-0.7%
8,3840.0%0.10%
+1.1%
Q2 2021$439,000
+2.8%
8,3840.0%0.10%
-7.8%
Q1 2021$427,000
+17.3%
8,3840.0%0.10%
+8.4%
Q4 2020$364,000
+2.5%
8,384
-19.3%
0.10%
-10.4%
Q3 2020$355,0000.0%10,384
-4.6%
0.11%
-9.4%
Q2 2020$355,000
+4.4%
10,884
-15.5%
0.12%
-8.6%
Q1 2020$340,000
-37.3%
12,8840.0%0.13%
-25.1%
Q4 2019$542,000
+6.7%
12,8840.0%0.17%
-1.7%
Q3 2019$508,000
-4.3%
12,884
-3.0%
0.17%
-7.0%
Q2 2019$531,000
+1.5%
13,2840.0%0.19%
-2.6%
Q1 2019$523,000
+14.7%
13,2840.0%0.19%
+4.9%
Q4 2018$456,00013,2840.18%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
3D/L Capital Management, LLC 488,885$25,613,0006.12%
Great Point Wealth Advisors, LLC 270,524$14,173,0004.94%
Consolidated Planning Corp 93,288$4,887,0003.62%
PSI Advisors, LLC 78,688$4,122,0002.17%
Clearwater Capital Advisors, LLC 143,348$7,510,0000.87%
ACG Wealth 91,917$4,816,0000.61%
CULBERTSON A N & CO INC 49,996$2,619,0000.55%
Oxler Private Wealth LLC 21,776$1,140,0000.50%
Investors Research Corp 26,306$1,378,0000.48%
HC FINANCIAL ADVISORS INC 15,468$810,0000.47%
View complete list of WISDOMTREE TR shareholders