Ellis Investment Partners, 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 Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Ellis Investment Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$89,000
-4.3%
2,033
+0.4%
0.02%0.0%
Q2 2022$93,000
-15.5%
2,025
+0.4%
0.02%
-3.8%
Q1 2022$110,000
-2.7%
2,017
+0.2%
0.03%0.0%
Q4 2021$113,000
+8.7%
2,012
+0.3%
0.03%0.0%
Q3 2021$104,0000.0%2,006
+0.5%
0.03%
-3.7%
Q2 2021$104,000
+3.0%
1,996
+0.3%
0.03%
-3.6%
Q1 2021$101,000
+17.4%
1,990
+0.1%
0.03%
+7.7%
Q4 2020$86,000
+28.4%
1,989
+0.7%
0.03%
+8.3%
Q3 2020$67,000
+6.3%
1,975
+0.4%
0.02%0.0%
Q2 2020$63,000
+31.2%
1,967
+0.4%
0.02%
+4.3%
Q1 2020$48,000
-41.5%
1,960
+0.7%
0.02%
-14.8%
Q4 2019$82,000
-8.9%
1,947
-16.4%
0.03%
-18.2%
Q3 2019$90,000
-2.2%
2,328
+0.5%
0.03%
-2.9%
Q2 2019$92,0002,3170.03%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
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