EPG Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 127 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$5,632
-9.1%
111
-5.1%
0.00%0.0%
Q2 2023$6,194
-83.3%
117
-84.3%
0.00%
-83.3%
Q1 2023$37,081
+19.3%
746
+16.6%
0.01%0.0%
Q4 2022$31,092
+11.0%
6400.0%0.01%0.0%
Q3 2022$28,000
-26.3%
640
-8.6%
0.01%
-7.7%
Q1 2022$38,000
-69.8%
700
-68.7%
0.01%
-70.5%
Q4 2021$126,000
+46.5%
2,239
+35.2%
0.04%
+29.4%
Q3 2021$86,000
+50.9%
1,656
-23.4%
0.03%
-19.0%
Q1 2020$57,0002,1620.04%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
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