Oxler Private Wealth 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
Oxler Private Wealth LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$764,270
-7.3%
15,061
-3.3%
0.38%
-2.3%
Q2 2023$824,865
-56.7%
15,581
-59.3%
0.39%
-58.2%
Q1 2023$1,904,665
+1.6%
38,293
-0.7%
0.94%
-6.8%
Q4 2022$1,875,080
-99.9%
38,566
-0.5%
1.01%
+5.9%
Q3 2022$1,705,425,000
-5.5%
38,776
-1.3%
0.95%
+9.7%
Q2 2022$1,805,256,000
+123294.1%
39,270
+46.7%
0.87%
+31.7%
Q1 2022$1,463,000
-1.4%
26,762
+1.5%
0.66%
+7.3%
Q4 2021$1,484,000
+7.3%
26,377
-0.8%
0.62%
+1.0%
Q3 2021$1,383,000
+21.3%
26,596
+22.1%
0.61%
+22.5%
Q2 2021$1,140,000
+0.7%
21,776
-2.1%
0.50%
-13.3%
Q1 2021$1,132,000
+52.2%
22,241
+29.8%
0.57%
+36.8%
Q4 2020$744,00017,1410.42%
Other shareholders
WISDOMTREE TR shareholders Q2 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