Lauer Wealth, 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 Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Lauer Wealth, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$4,468,665
-5.8%
89,570
+3.1%
4.82%
-1.6%
Q2 2023$4,743,929
+14.5%
86,869
+3.6%
4.90%
-5.3%
Q1 2023$4,141,99683,8295.18%
Other shareholders
WISDOMTREE TR shareholders Q2 2023
NameSharesValueWeighting ↓
TAIYO LIFE INSURANCE CO 880,000$34,918,00025.28%
TMD & ASSOCIATES, INC 265,059$10,518,0009.66%
Avestar Capital, LLC 114,374$4,514,0003.37%
CAPITAL WEALTH MANAGEMENT, LLC 90,491$3,591,0003.10%
Marietta Wealth Management, LLC 126,231$5,009,0002.71%
Squar Milner Financial Services LLC 41,553$1,719,0002.08%
Hefren-Tillotson, Inc. 172,398$6,840,0001.91%
Family Legacy, Inc. 42,370$1,681,0001.52%
CREATIVE FINANCIAL DESIGNS INC /ADV 53,893$2,138,0001.45%
3D ASSET MANAGEMENT, INC 139,240$5,525,0001.28%
View complete list of WISDOMTREE TR shareholders