EPG Wealth Management 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
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 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