S.A. Mason LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 146 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
S.A. Mason LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$409,928
+2.0%
8,0790.0%0.30%
+1.4%
Q2 2023$401,8490.0%8,0790.0%0.29%0.0%
Q1 2023$401,849
+2.3%
8,0790.0%0.29%
-1.4%
Q4 2022$392,801
-11.3%
8,079
-19.8%
0.30%
-15.4%
Q3 2022$443,000
-4.3%
10,0790.0%0.35%
+3.6%
Q2 2022$463,000
-16.0%
10,0790.0%0.34%
-1.7%
Q1 2022$551,000
-2.8%
10,0790.0%0.34%
+0.9%
Q4 2021$567,000
+8.2%
10,0790.0%0.34%
-1.2%
Q3 2021$524,000
-0.8%
10,0790.0%0.34%
-5.0%
Q2 2021$528,000
+2.9%
10,0790.0%0.36%
-5.2%
Q1 2021$513,000
+17.1%
10,0790.0%0.38%
+4.9%
Q4 2020$438,000
+27.0%
10,0790.0%0.36%
+11.3%
Q3 2020$345,000
+5.2%
10,0790.0%0.33%
-5.2%
Q2 2020$328,000
+23.3%
10,0790.0%0.35%
+7.1%
Q1 2020$266,000
-37.3%
10,0790.0%0.32%
-20.0%
Q4 2019$424,00010,0790.40%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
3D/L Capital Management, LLC 451,300$19,848,0005.89%
Great Point Wealth Advisors, LLC 230,233$10,126,0003.78%
PSI Advisors, LLC 68,943$3,032,0001.59%
Consolidated Planning Corp 111,218$4,891,0001.53%
Oxler Private Wealth LLC 38,776$1,705,425,0000.95%
Clearwater Capital Advisors, LLC 153,516$6,752,0000.93%
ACG Wealth 86,665$3,812,0000.87%
CULBERTSON A N & CO INC 50,521$2,221,0000.52%
Stratos Wealth Partners, LTD. 386,113$16,981,0000.47%
LBJ Family Wealth Advisors, Ltd. 10,467$460,0000.37%
View complete list of WISDOMTREE TR shareholders