Lauer Wealth, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 5 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q4 2023
NameSharesValueWeighting ↓
3D/L Capital Management, LLC 458,973$22,315,2826.00%
Great Point Wealth Advisors, LLC 206,071$10,019,1703.36%
THEORY FINANCIAL LLC 69,922$3,399,6082.25%
Consolidated Planning Corp 112,442$5,466,9531.51%
Oxler Private Wealth LLC 38,566$1,875,0801.01%
Clearwater Capital Advisors, LLC 155,288$7,550,1030.98%
Breakwater Capital Group 26,266$1,277,0530.67%
Aurora Private Wealth, Inc. 11,884$5780.66%
CULBERTSON A N & CO INC 50,222$2,441,7740.51%
Stratos Wealth Partners, LTD. 387,245$18,827,8780.48%
View complete list of WISDOMTREE TR shareholders