Joseph P. Lucia & Associates, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 135 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Joseph P. Lucia & Associates, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$7,000
-12.5%
1500.0%0.01%0.0%
Q1 2022$8,0000.0%1500.0%0.01%0.0%
Q3 2021$8,0000.0%1500.0%0.01%0.0%
Q2 2021$8,0000.0%1500.0%0.01%
+25.0%
Q1 2021$8,000
+14.3%
1500.0%0.00%
-20.0%
Q4 2020$7,000
-30.0%
150
-50.0%
0.01%
-44.4%
Q2 2020$10,000
+25.0%
3000.0%0.01%0.0%
Q1 2020$8,000
-38.5%
3000.0%0.01%
-25.0%
Q4 2019$13,000
+8.3%
3000.0%0.01%0.0%
Q3 2019$12,0000.0%3000.0%0.01%
-7.7%
Q2 2019$12,000
-96.0%
300
-97.5%
0.01%
-40.9%
Q1 2019$300,00012,2040.02%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Consolidated Planning Corp 90,984$3,954,0002.58%
PSI Advisors, LLC 82,387$3,580,0002.47%
Great Point Wealth Advisors, LLC 82,268$3,575,0001.53%
Clearwater Capital Advisors, LLC 149,576$6,501,0000.86%
ACG Wealth 112,055$4,870,0000.67%
MONEY CONCEPTS CAPITAL CORP 141,424$6,146,0000.57%
CULBERTSON A N & CO INC 53,538$2,327,0000.55%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 17,868$777,0000.52%
HC FINANCIAL ADVISORS INC 18,564$807,0000.52%
Investors Research Corp 26,380$1,146,0000.45%
View complete list of WISDOMTREE TR shareholders