EPG Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 130 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
Q2 2024$10,055
-5.3%
0
-100.0%
0.00%
-33.3%
Q1 2024$10,617
+68.1%
174
+54.0%
0.00%
+50.0%
Q4 2023$6,316
+12.1%
113
+1.8%
0.00%0.0%
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 ↓
3D/L Capital Management, LLC 488,885$25,613,0006.12%
Great Point Wealth Advisors, LLC 270,524$14,173,0004.94%
Consolidated Planning Corp 93,288$4,887,0003.62%
PSI Advisors, LLC 78,688$4,122,0002.17%
Clearwater Capital Advisors, LLC 143,348$7,510,0000.87%
ACG Wealth 91,917$4,816,0000.61%
CULBERTSON A N & CO INC 49,996$2,619,0000.55%
Oxler Private Wealth LLC 21,776$1,140,0000.50%
Investors Research Corp 26,306$1,378,0000.48%
HC FINANCIAL ADVISORS INC 15,468$810,0000.47%
View complete list of WISDOMTREE TR shareholders