Continuum Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 132 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Continuum Advisory, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$2,360,000
+12.2%
56,060
+3.2%
1.37%
-2.5%
Q3 2019$2,103,000
+7.0%
54,325
+10.8%
1.41%
+4.3%
Q2 2019$1,965,000
-4.6%
49,008
-5.0%
1.35%
-12.3%
Q1 2019$2,059,000
+188.4%
51,596
+147.7%
1.54%
+193.1%
Q4 2018$714,00020,8290.52%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
3D/L Capital Management, LLC 369,398$18,743,2686.09%
WIN ADVISORS, INC 227,807$11,558,9385.66%
Lauer Wealth, LLC 89,570$4,468,6654.82%
Great Point Wealth Advisors, LLC 177,990$9,031,2152.71%
THEORY FINANCIAL LLC 70,118$3,557,7872.09%
Consolidated Planning Corp 137,057$6,954,2931.54%
Breakwater Capital Group 66,189$3,177,0721.09%
Clearwater Capital Advisors, LLC 147,783$7,498,5100.92%
Team Financial Group, LLC 17,810$903,6950.75%
Aurora Private Wealth, Inc. 11,999$6090.67%
View complete list of WISDOMTREE TR shareholders