TILIA FIDUCIARY PARTNERS, INC. - 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
TILIA FIDUCIARY PARTNERS, INC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$8,099
+6.8%
153
+0.7%
0.01%0.0%
Q1 2023$7,582
+2.6%
1520.0%0.01%0.0%
Q4 2022$7,393
+5.6%
152
+0.7%
0.01%0.0%
Q3 2022$7,0000.0%151
+1.3%
0.01%0.0%
Q2 2022$7,000
-12.5%
149
+0.7%
0.01%0.0%
Q1 2022$8,0000.0%1480.0%0.01%
+16.7%
Q4 2021$8,0001480.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
TAIYO LIFE INSURANCE CO 880,000$35,200,00017.88%
RVW Wealth, LLC 824,616$32,985,0007.86%
3D ASSET MANAGEMENT, INC 553,096$22,124,0005.39%
QUEST CAPITAL MANAGEMENT INC /ADV 489,261$19,570,0005.00%
TMD & ASSOCIATES, INC 122,905$4,916,0003.36%
CAPITAL WEALTH MANAGEMENT, LLC 72,534$2,902,0002.89%
Hefren-Tillotson, Inc. 249,490$9,980,0002.76%
Avestar Capital, LLC 74,522$2,978,0001.89%
Marietta Wealth Management, LLC 108,363$4,335,0001.69%
Orgel Wealth Management, LLC 104,594$4,184,0001.63%
View complete list of WISDOMTREE TR shareholders