THEORY FINANCIAL LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EZM and the CUSIP is 97717W570. A total of 145 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
THEORY FINANCIAL LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$3,557,787
-8.0%
70,118
-4.0%
2.09%
-6.3%
Q2 2023$3,867,002
+10.1%
73,045
+3.5%
2.23%
+5.7%
Q1 2023$3,511,196
+3.3%
70,591
+1.0%
2.11%
-6.4%
Q4 2022$3,399,608
+11.1%
69,922
+5.9%
2.25%
+2.5%
Q2 2022$3,061,000
-15.6%
66,017
-0.5%
2.20%
-8.6%
Q1 2022$3,628,000
-5.5%
66,355
-2.7%
2.40%
-4.1%
Q4 2021$3,839,00068,2142.50%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
3D/L Capital Management, LLC 451,300$19,848,0005.89%
Great Point Wealth Advisors, LLC 230,233$10,126,0003.78%
PSI Advisors, LLC 68,943$3,032,0001.59%
Consolidated Planning Corp 111,218$4,891,0001.53%
Oxler Private Wealth LLC 38,776$1,705,425,0000.95%
Clearwater Capital Advisors, LLC 153,516$6,752,0000.93%
ACG Wealth 86,665$3,812,0000.87%
CULBERTSON A N & CO INC 50,521$2,221,0000.52%
Stratos Wealth Partners, LTD. 386,113$16,981,0000.47%
LBJ Family Wealth Advisors, Ltd. 10,467$460,0000.37%
View complete list of WISDOMTREE TR shareholders