Ellis Investment Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 145 filers reported holding WISDOMTREE TR in Q4 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 Q4 2021
NameSharesValueWeighting ↓
TAIYO LIFE INSURANCE CO 880,000$35,200,00017.88%
RVW Wealth, LLC 824,616$32,985,0007.86%
3D ASSET MANAGEMENT, INC 553,096$22,124,0005.39%
QUEST CAPITAL MANAGEMENT INC /ADV 489,261$19,570,0005.00%
TMD & ASSOCIATES, INC 122,905$4,916,0003.36%
CAPITAL WEALTH MANAGEMENT, LLC 72,534$2,902,0002.89%
Hefren-Tillotson, Inc. 249,490$9,980,0002.76%
Avestar Capital, LLC 74,522$2,978,0001.89%
Marietta Wealth Management, LLC 108,363$4,335,0001.69%
Orgel Wealth Management, LLC 104,594$4,184,0001.63%
View complete list of WISDOMTREE TR shareholders