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 ↓
3D/L Capital Management, LLC 458,973$22,315,2826.00%
Great Point Wealth Advisors, LLC 206,071$10,019,1703.36%
THEORY FINANCIAL LLC 69,922$3,399,6082.25%
Consolidated Planning Corp 112,442$5,466,9531.51%
Oxler Private Wealth LLC 38,566$1,875,0801.01%
Clearwater Capital Advisors, LLC 155,288$7,550,1030.98%
Breakwater Capital Group 26,266$1,277,0530.67%
Aurora Private Wealth, Inc. 11,884$5780.66%
CULBERTSON A N & CO INC 50,222$2,441,7740.51%
Stratos Wealth Partners, LTD. 387,245$18,827,8780.48%
View complete list of WISDOMTREE TR shareholders